On October 25, 2011 the DOL issued a final rule relating to the provision of investment advice to participants and beneficiaries in individual account plans and beneficiaries of individual retirement accounts (and certain similar plans). This ALERT will focus on employer sponsored individual account plans. Background The Pension Protection Act of 2006 created a statutory […]
DOL, investment adviceMarch, 2007 It is a Matter of Focus (or how to get through your stack of professional reading) WHAT IS IT? –This issue of ErisaALERT is a departure from the usual format of our ErisaALERTS which generally focus on issues related to recent government guidance. Recently I decided to go through my ever growing stack […]
401k fees, auto enrollment, investment advice, periodic benefit statements(c) 2015 Erisa Diagnostics - We focus on benefits, so you can focus on business