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DOL’s Latest FAQs Address 401(k) Advisors

In its latest round of FAQs, the DOL clears up retirement plan advisors’ confusion around 408(b)(2) disclosures and recommendations to increase contributions and plan participation. Earlier this month, Diana Britton with Wealth Management magazine, reported on...

Herding Cats

Herding Cats… I know you’ve heard the expression, “it’s like herding cats.” That feeling of exasperation must be a common thought for retirement professionals when faced with the myriad of articles, reports, and projections surrounding the Department of Labor...

Tracking down the valid claims

Tracking down the valid claims In a recent blog post, ERISA attorney Carol Buckmann ran down some recent court decisions on these cases: Putnam Investments defeated a claim that putting its own funds in its 401k plan was imprudent. Voya was released dismissing claims...
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