McKinsey's $31-Billion RIA for McKinsey Staffers Pays $18 Million Fine - Ari Sonneberg, RiaBiz, December 22, 2021
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Bill Capuzzi Took Apex Near to the Zenith but the SPAC failed to Deliver an IPO Via Blank Check
Bill Capuzzi Took Apex Near to the Zenith but the SPAC failed to Deliver an IPO Via Blank Check - Ari Sonneberg, RIABiz, December 16, 2021
Will the Supreme Court Give Plan Sponsors Any Relief From Excessive Fee Lawsuits?
Will the Supreme Court Give Plan Sponsors Any Relief From Excessive Fee Lawsuits? - Ari Sonneberg, PLANSPONSOR, December 13, 2021
EBSA Will Continue to Prioritize Finding Missing Participants
EBSA Will Continue to Prioritize Finding Missing Participants - Marcia Wagner, Pensions & Investments, December 13, 2021
Biden Fiduciary Definition Moves Could Wrap In Annuities, IRAs
Biden Fiduciary Definition Moves Could Wrap In Annuities, IRAs - Susan Rees, Bloomberg Law, December 3, 2021
Rollovers In The Crosshairs
Rollovers In The Crosshairs - Kim Shaw Elliott, InusurnaceNews.net, December 1, 2021
Department of Labor Action Sends a Message to Plan Fiduciaries & Retirement Committees
Department of Labor Action Sends a Message to Plan Fiduciaries & Retirement Committees - 401kTV Discussing November 2, 2021 Law Alert by Jon Schultze, Barry Salkin and Susan Rees, November 16, 2021
Practice Progress: Development of PEPs in 2021
Practice Progress: Development of PEPs in 2021 - Susan Rees, PLANADVISER, November 15, 2021
Attorney: DOL’s Interpretation of Fiduciary Rule More Expansive Than Ever
Attorney: DOL's Interpretation of Fiduciary Rule More Expansive Than Ever - Stephen Wilkes, WealthManagement.com, November 10, 2021 (PDF)
Retirement Industry People Moves
Retirement Industry People Moves - Zach Meth, PLANSPONSOR, November 5, 2021 (PDF)