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 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
Key Takeaways The Trump administration has issued an Executive Order about facilitating 401(k) investments in “alternative assets.” 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 issue guidance to clarify
I’m traveling this week, but I wanted to leave you with something while I’m gone. Last December I posted a Christmas 401(k) retirement song, The 401(k) Christmas Song – Fred Reish. I thought I would follow up on that by posting the lyrics of another 401(k) retirement song. So, as
Key Takeaways My last post, Things I Worry About (15), was an overview of the Trump administration’s Executive Order about facilitating investing in “alternative assets” in 401(k) plans. The article was my reading of the EO and my thoughts on what it meant. For this post, I turned to ChatGPT
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