Category: Fiduciary PIERspective

SECURE Act 2.0 Update – Rothification Hits a Snag

Summer 2023 Fiduciary Commentary At the end of 2022, the SECURE Act 2.0 was signed into law. This legislation influences virtually all…

Retirement Income Products

Spring 2023 Fiduciary Commentary Retirement is often depicted as a carefree, well-deserved time to relax, travel, and enjoy family and friends. It…

Summer 2022 Fiduciary Commentary

Summer 2022 Fiduciary Commentary Target Date Fund Lawsuits on the Rise A recent swarm of lawsuits has been challenging many of the…

SECURE Act 2.0 – Proposed Provisions

Spring 2022 Fiduciary Commentary On March 29, 2022, the House of Representatives passed the retirement savings legislation, Securing a Strong Retirement Act (also…

COLA 2022: A Precursor to Higher Rates of COLA in the Future?

Fall 2021 Fiduciary Commentary After lying dormant for nearly a decade, inflation is back and rising at a faster rate than anytime…

2020 Callan Defined Contribution Survey – Key Findings and Trends

Summer 2021 Fiduciary Commentary Callan’s 2021 Defined Contribution Survey captures the view of a broad spectrum of large and mega-plan sponsors on various…

New President – New Retirement Policy

Spring 2021 Fiduciary Commentary Change is in the air. As the newly elected president who won a decisive victory against a polarizing…

Qualified Plan Contributions During COVID-19

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…

DOL Issues Proposed Exemption for Investment Fiduciaries

Summer 2020 Fiduciary Commentary The DOL recently announced a proposed regulation that would provide an exemption under ERISA to permit fiduciaries to…

Retirement Legislation Update – The SECURE Act

Winter 2019/2020 Fiduciary Commentary By: Brant Griffin, February 28, 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,…