Monthly Archives: August 2012

Now What? A Retirement Plan Sponsor’s Guide after Fee Disclosure

Posted on August 12, 2012 by admin

My latest JDSupra.com article can be found here.

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The danger with self directed brokerage accounts is still there

Posted on August 7, 2012 by admin

While the Department of Labor (DOL) heard the loud complaints concerning their intention to imposing disclosure requirements for plan sponsors on self directed brokerage accounts within retirement plans, it doesn’t exempt plan sponsors from liability in having these brokerage accounts … Continue reading →

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Advisors Advantage

Posted on August 6, 2012 by admin

My latest newsletter, geared towards financial advisors can be found here.

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9 Things That Financial Advisors to 401(k) Plans Can Actually Use

Posted on August 5, 2012 by admin

My latest JDSupra.com article can be found here.

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The DOL puts out the 401(k) self directed brokerage account fire

Posted on August 2, 2012 by admin

I am not a big fan of participant directed brokerage accounts within self directed 401(k) plans because it can lead to a whole host of issues and problems that plan sponsors may not anticipate. So while I’m not a big … Continue reading →

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