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JDSupra
Categories
Monthly Archives: April 2012
The Value of a Good Retirement Plan Financial Advisor
My latest JDSupra.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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Cut through the fiduciary names and numbers and make sure what you get
Advertising is a great medium and it’s a medium that could often be confusing to the consumer. So when it comes to the retirement plan business, you have providers providing fiduciary services whether that’s 3(16), 3(21), 3(38), co-fiduciary, or the … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Congress takes a look at the 401(k) for money
You always see the scene in the movies, people who are broke currying for cash and trying to hock everything they can to the pawnbroker. Remember Dan Ackroyd as Louis Winthorpe III with the legendary Bo Diddley as the pawnbroker … Continue reading
Posted in 401(k) Plans, Retirement Plans
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The Value of a Good TPA
For my latest JDSupra.com article, please click here.
Posted in Retirement Plans
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The Effect of ERISA Litigation
10 years ago, if a 401(k) plan participant tried to sue their employer for excessive plan fees or breach of fiduciary duty, they would have been laughed out of court. While poor stock market returns and work by the Department … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Plan Provisions that I’m Not a Big Fan of
I have written articles about retirement plan provisions that are good ideas and some that are bad. Here are some provisions that dumbfound me: Off calendar year 401(k) plans: While I understand companies can have non-calendar fiscal years, I have … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Biggest casualties of fee disclosure? Non-compliant Plan sponsors
The clock is ticking toward 408(b)(2) regulation implementation for fee disclosure to plan sponsors by July 1 and to plan participants for participant directed plans 60 days later. Fee disclosure will forever change the landscape of the retirement plan industry, … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Why Retirement Plan Sponsors should let Former Employees take their Money and “Roll”
My latest JDSupa.com article can be found here.
Posted in 401(k) Plans, Retirement Plans
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The hard fall of Matthew Hutcheson
If you have not heard, the self proclaimed leader of the independent ERISA fiduciary movement, Matthew Hutcheson has been indicted and arrested for fraud and theft of retirement plan assets from the multiple employer plans (MEPs) where he served as … Continue reading
Posted in 401(k) Plans, Retirement Plans
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Advisors Advantage
My latest newsletter geared towards financial advisors can be found here.
Posted in 401(k) Plans, Retirement Plans
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