Winter 2020/2021 Fiduciary Commentary Beyond COVID-19’s destructive impact on society and public health, the pandemic has had a detrimental effect on many…
Summer 2020 Fiduciary Commentary The DOL recently announced a proposed regulation that would provide an exemption under ERISA to permit fiduciaries to…
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on advice for fiduciaries during severe market volatility. REGARDLESS OF THE CURRENT MARKET VOLATILITY, retirement…
Winter 2019/2020 Fiduciary Commentary By: Brant Griffin, February 28, 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,…
When negotiating or refreshing a service agreement with your retirement plan advisor or consultant, there’s one main question all organizations should ask:…
North Pier’s Managing Partner Jim Scheinberg‘s explores why advisors won’t stop calling plan sponsors in his latest article for Benefits Pro. Annually, Fidelity…
New President – New Retirement Policy