Tag: SECURE Act

Pooled Employer Plans and 3(38) Fiduciary Advisers

One provider getting ready to launch a SECURE Act-enabled pooled employer plan on January 1 says he is already in conversation with advisers about combining 3(38) fiduciary oversight with PEP recordkeeping and administration.

PANC 2020: Washington Update

Retirement plan advisers were given ideas to consider and actions to take in response to new legislation, regulation and litigation.

IRS Issues Supplemental SECURE Act Guidance

Though many in the industry remain focused on addressing the challenges of the pandemic, major changes to the U.S. retirement planning landscape continue to unfold, thanks to the SECURE Act.