A new report claims that by 2020, the DOL’s new fiduciary rule will result in a $2 trillion asset shift and roughly $20 billion in lost revenue. But there are winners as well as losers.
In class action suits, plaintiffs’ attorneys generally receive a fee whose amount is contingent on the amount of the verdict or settlement — frequently about a third. What about the excessive fee suits?
In Tech Talk, Ellie Lowder tells us whether employees can opt out of ERISA-related plans rather than have the money placed into a corresponding 401K.
In MarketBeat, Lynn Knight tests your knowledge about Designated Roth Contributions (DRCs) and dispels confusion that persists in the retirement plan community about them.
In an email to participating RIAs in North Carolina’s Total Retirement Plan 403(b) Program on Sept. 16, the State Treasurer’s office announced that it is changing its contract for record-keeping services.
The IRS has issued two publications that provide information and forms relevant to minimum vesting standards for defined benefit plans and defined contribution plans.
On Sept. 21, the U.S. Supreme Court granted a request for a stay in the Ninth Circuit’s decision in Dignity Health v. Rollins.
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