Experts’ Views Concerning the Proposed DOL Rule to Expand Open MEPs
On Monday, Department of Labor proposed a new rule to allow small businesses to pool together to offer workers retirement plans. This can be seen as direct response to the...Read More
5 Articles for your weekend reading list: September 29-30, 2018
Here are five suggested articles to read this weekend: 1. Why Partnering With an IRA Rollover Provider is Right for 401k Advisors – Year-end planning for business owners takes on many forms....Read More
Advisors have a key role to play when it comes to helping clients ensure compliance.
SOURCE: planadviser.com A recent web seminar covered the topic of missing participants with Mercer experts Margaret Berger, principal, Princeton, New Jersey, Brian Kearney, principal, Washington, D.C., Norma Shaiara, principal, Washington, D.C....Read More
How You Can Solve The Most Difficult DOL Rule Documentation Requirement
Today we are going to tackle one of the most difficult data challenges you will encounter in creating a best interest report. You are obligated to act in clients’ best...Read More