On October 31, 2023, the Department of Labor (DOL) released a proposed amendment to the definition of an investment advice fiduciary. Read on to find out more.
IBM Plans to End 5% Employer Matching in 401(k) Plan
The American multinational technology company is pulling its traditional 401(k) company match in favor of a company retirement account contribution for all employees.
Breaking Down the DOL’s Five-Part Test
The history behind the test and where it could potentially stand with the new fiduciary proposal.
Month-in-Review: October 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Fiduciary News Alert: November 2023
On October 31, 2023, the Department of Labor (DOL) released a proposed amendment to the definition of an investment advice fiduciary. Although it will be common to consider this the “new fiduciary rule”, the DOL was careful to title it as the “Retirement Security Rule: Definition of an Investment Advice Fiduciary.”
Recordkeeper Benchmarking: It’s About More Than Fees
This month’s article starts with some litigation context, then moves into practical recordkeeper benchmarking perspectives that will serve your fiduciaries and participants well.
Month-in-Review: September 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
401(k) Day: A Q&A with Qualified Plan Advisors’ Chuck Smith, J.D.
To celebrate 401(k) Day on Sept. 8, here’s how employers can take steps to raise awareness for the importance of financial literacy and how employers can help their employees build retirement security.
RIA team running 401K to promote 401(k) plans
Chuck Smith and his team at Qualified Plan Advisors will be running 401K, or 250 miles, in honor of National 401(k) Day Friday.
Month-in-Review: August 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.