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...
trendspotting

Giving Advice

EBSA clarifies PPA fiduciary adviser regulations
beyond (k)

Branching Out

Making your practice about more than 401(k)s
investment-oriented

A Calculated Risk

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

As Good as Annuity

Annuities are crucial to the retirement income discussion
servicing strategies

Help Wanted

What the PPA's fiduciary adviser rule means for advisers
chalk talk

Special Treatment

Where fiduciary governance, employee meetings, and asset allocation converge
servicing strategies

A Wise Choice?

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

Room To Grow

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

Second Cite

EBSA releases proposed revisions to provider fee disclosures
trendspotting

Worth Waiting For

Pension relief bill with RMD moratorium becomes law

More DC Participants Means More Questions

An anticipated 20% increase in defined contribution (DC) participants between 2007 and 2011 means a pool of 9.6 million people with potential questions regarding their plan, according to...