Proposed DoL Fiduciary Rules to be Key Topic for Discussion at the 2015 BPAS Partner Conference
Proposed DoL Fiduciary Rules are to be a key topic for discussion at the 2015 BPAS Partner Conference.
Apr 28, 2015
April 27, 2015- CHARLOTTE, NC — Last week, the Department of Labor (DoL) released a 120-page proposal aimed at redefining who is (and isn’t) a “fiduciary” of an employee benefit plan...
Read moreAudit Jeopardy!
Audit Jeopardy! Plan sponsors are playing it, often unknowingly, when they fail to timely file complete and accurate Form 5500’s required for their qualified retirement plans.
Aug 22, 2014
I’ll take “Odd Pairs” for $1,000, Alex. Form 5500 and disgruntled employees. What are the two most frequent triggers of a DOL audit? Audit Jeopardy! Plan sponsors are playing it, often...
Read moreA Nutrition Label for Your Retirement Plan
Have you ever thought of your retirement plan as a nutrition label?
Apr 14, 2014
Like many Americans, my commute to the office often involves a detour to Starbucks for coffee and a pastry. One day as I perused the menu, I noticed that the nutritional...
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