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The Fiduciary Exemption for Commissions

The hottest ERISA issue of 2015 is the DOL’s proposal to expand the definition of fiduciary advice. That proposal has become highly publicized because...

Did you know …About the Fiduciary Requirements for Selecting and Insurance Guarantee for your Participants?

Insurance guarantees for retirement benefits — such as annuities, QLACs, and GMWBs—are increasing in popularity . . . because they guarantee that the money...

Managing Defined Contribution Plan Investment Policy Statements

I recently wrote an article for JP Morgan about the fiduciary process for implementing investment policy statements . . . with particular emphasis on...