Explore Fred’s latest insights on fiduciary responsibility, ERISA developments, retirement policy, regulatory guidance, and the evolving landscape of financial and retirement services.
Key Takeaways The DOL has issued guidance about PEPs—pooled employer plans—that provides tips for adopting employers and questions about PEPs and that suggests a possible fiduciary safe harbor for small employers who adopt PEPs. This article continues a discussion of the questions that the DOL says that employers should ask
Key Takeaways The DOL has issued guidance about PEPs—pooled employer plans—that provides tips for adopting employers and questions about PEPs and a possible fiduciary safe harbor for small employers who adopt PEPs. This article begins a discussion of the questions that the DOL says that employers should ask when considering
Key Takeaways The DOL has issued guidance about PEPs—pooled employer plans—that provides tips for adopting employers and questions about PEPs and a possible fiduciary safe harbor for small employers who adopt PEPs. In addition, the preamble to the guidance includes some interesting information about the development of PEPs. That information
Key Takeaways The DOL has issued guidance about PEPs—pooled employer plans—that provides tips for adopting employers and questions about PEPs and a possible fiduciary safe harbor for small employers who adopt PEPs. In addition, the preamble to the guidance includes some interesting information about the development of PEPs. This series
Key Takeaways The Trump administration has issued an Executive Order about facilitating 401(k) investments in “alternative assets,” which includes private funds. The Order directs the Secretary of Labor to examine current guidance and decide if it is appropriate for that purpose. The Order also directs the Secretary of Labor to
Key Takeaways The Trump administration has issued an Executive Order about facilitating 401(k) investments in “alternative assets,” which includes private funds. The Order directs the Secretary of Labor to examine current guidance and decide if it is appropriate for that purpose. The Order also directs the Secretary of Labor to
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