Senators Intend to Create a Federal Retirement Commission
As reported by the National Tax Deferred Savings Association, bipartisan legislation is creating a new federal commission that’s going to deal with studying and the recommendation of ways to...Read More
Case Study: How to Access Past Year 5500 Filings in Larkspur Executive
The Ask: To be a good fiduciary, you need to be well aware of the plan holdings and how they changed, what factors were taken into consideration, and what can...Read More
Why Plan Sponsors Should Pay More Attention to Their Retirement Plan Design
The key point in your benefit plan’s success is in its design. And if your company hasn’t thought much about it, it might be the time for you to consider a...Read More
Reviewing Top Robo-Advisors and General Tips to Choose the Right One for You
Robo-advisors are financial tools providing assistance or investment management online with moderate or no human intervention. There are around 100 robo-advisors on the market nowadays, and most of them are...Read More
The SEC Enforces Share Class Disclosure
According to Drinker Biddle & Reath’s lawyers, the SEC’s Enforcement Division has started investigations against companies that didn’t self-report in the Share Class Selection Disclosure Initiative. There is a huge...Read More
Case Study: Working with Non-Audited Plans in 401kFiduciaryOptimizer
The Ask The 401kFiduciaryOptimizer is a great tool to analyze 401(k) plans, but it works mostly with audited plans with a Schedule H (Schedule of Assets) attached to their most...Read More