Tag: PPA

IMHO: Duty Calls?

When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know it, and people who are fiduciaries and don’t know it.

Giving Advice

EBSA clarifies PPA fiduciary adviser regulations

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them

Help Wanted

What the PPA's fiduciary adviser rule means for advisers

Special Treatment

Where fiduciary governance, employee meetings, and asset allocation converge

A Wise Choice?

Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final

Room To Grow

Micro plans offer good plan designs, but have room for improvement

Second Cite

EBSA releases proposed revisions to provider fee disclosures

Bringing a PPA Fiduciary Adviser to a Retirement Plan

Suggesting that many retirement plan advisers will become fiduciary advisers under the Pension Protection Act (PPA), attorney Fred Reish, Partner at Reish Luftman Reicher & Cohen, said plan sponsors should expect these advisers to be experts on a successful retirement plan, not just investments.