Topical News

March 2017

All ERISA Worlds are NOT the Same

February 2017

Monday, February 20, 2017 is President’s Day and a bank and market holiday.  Any ACH transactions or trade requests will be processed with a February 21, 2017 effective date.

January 2017

“Concepts You May Not Be Aware of As A 401(k) Plan Sponsor” – from Ary Rosenbaum, Esq.

December 2016

“What Might Un-levelize Level-fee Fiduciaries” – from NAPA site

“Take Advantage of These 6 Low Hanging Opportunities” – from National Association of Plan Advisors (NAPA)

“DC Plans Use Passive Investments for Fiduciary Ease” from Plan Sponsor.Com

“Things That Won’t Help a Retirement Plan Sponsor Limit Their Liability” – by Ary Rosenbaum, Esq.

November 2016

“Don’t Get Burned – 6 Things 401K Fiduciary Items to Closely Watch” – from 401K Specialist

September 2016

What the DOL’s Final Fiduciary Rule Means for Plan Committees by Marcia S. Wagner