We are here today with exciting news at an important time. Over the last year we have seen three significant retirement plan developments that affect you, as a plan sponsor or provider. The United States Supreme Court reminded fiduciaries of the importance of a continuous process of reviewing a plan’s investments. Participants have fallen further and further behind in the race toward retirement readiness. And now, the Department of Labor has expanded the definition of “fiduciary” – the most significant change to fiduciary responsibilities since 1975.
Plan sponsors, fiduciaries, trustees, committees, HR professionals, CFOs, CEOs, and providers all need more information to navigate those developments. In this digital age, you have an abundance of information available to you. Sometimes it can be too much.
Today we are launching the QPA Blog. We will use this Blog to timely and efficiently provide information you need. We will have content from a variety of our team members, including our ERISA attorneys and our participant educators, and I will share insight into the innovative approaches we are implementing to drive better participant results. We will start things off with commentary on the new “Fiduciary” regulation from our featured author, Matthew Eickman.
Matthew, one of our three ERISA attorneys, has more than 12 years of private legal practice experience and almost four years of fiduciary investment management experience. He is the Chair of the Defined Contribution Plans Subcommittee for the American Bar Association’s Employee Benefits Committee, and serves on the IRS TE/GE Gulf States Council. He will keep things practical, light, and direct. I think you will enjoy what he and our other team members will bring to you.
— Scott Colangelo, Managing Director
Matthew loves to write. He also loves to think, though he’s probably a better writer than a thinker. He does not like to be on camera or in videos. This blog will allow him to write, challenge his ability to think, and, from time to time, test him with video blog entries.
He has a unique blend of legal and practical experience that helps us to serve our clients well. On the one hand, he has more than 12 years of private legal practice experience focusing exclusively on employee benefits, including time as a partner in an employee benefits boutique where he has represented clients in front of the DOL and IRS. On the other hand, he holds his FINRA Series 7 and 66 registrations and serves as the Director of ERISA Services for Qualified Plan Advisors.
Matthew likes to stay active. He provides fiduciary training, Investment Policy Statement design, and vendor oversight to our clients. He is an active member of the Employee Benefits Committee of the American Bar Association Tax Section, serving as Chair of the Defined Contribution Plans Subcommittee. He also has been appointed to the IRS TE/GE Gulf States Council and is a frequent speaker on regulatory developments, fiduciary responsibilities, and retirement readiness.
Most importantly, he stays active with his family. His wife, Laura, is the founder of REbeL, Inc., a not-for-profit organization. His three young boys are mixed up in far too many sports, and they enjoy traveling, watching college football, running with Dad, and rooting for the Huskers.
Latest posts by Matt Eickman (see all)
- Participants Improving Response to Volatility - February 26, 2018
- Trending: Increasing Use of Automatic Features - January 30, 2018
- Investors With the Best of Intentions to Start the New Year - January 9, 2018