Under ERISA, plan sponsors are allowed to hire investment advisors as co-fiduciaries. Carlos Panksep of the Centre forFiduciary Excellence, LLC, demonstrates how to conduct a fiduciary assessment of your investment advisor.
Despite uncertainty over the fate of the Patient Protection and Affordable Care Act, NAHU says health reform will happen in some form or another, and brokers need to be ready to embrace it.
The U.S. Department of Labor filed a lawsuit in the U.S. District Court for the Northern District of California in an attempt to recover losses from participants in the Parrot Cellular Employee Stock Ownership Plan.
An expanded set of assessment guidelines for plan sponsors and service providers has been released by the Center for Fiduciary Excellence, in response to the DOL's impending fee disclosure regulations.