Pending legislation could significantly change the retirement plan landscape
ERISA Strategist Dan Notto discusses bills recently introduced in Congress that could encourage employers to set up plans and help increase employees' retirement savings.
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Expanding multiple employer plans: A bipartisan idea to narrow the coverage gap
ERISA Strategist Dan Notto discusses the idea of open multiple employer plans (MEPs) and their potential to help narrow the retirement coverage gap.
A review of how Target Date CompassSM can assist in evaluating and selecting target date funds
A review of how Target Date CompassSM can assist in evaluating and selecting target date funds
A review of how Target Date CompassSM can assist in evaluating and selecting target date funds
Discover how Target Date Compass can help plan fiduciaries take the DOL's considerations into account when making decisions regarding TDFs.
H1 Detailed Voting Record 2019
H1 Detailed Voting Record 2019
NAIC INTERNATIONAL INSURANCE FORUM
Shifts in global regulations will alter the insurance industry worldwide. Read more
Dr. Kelly's Commentary: The advice surplus
Dr. Kelly's commentary for June 2015.
Public Eye Fall Winter 2014
Public Pension Newsletter for website
Misperceptions of fiduciary responsibilities persist
Written by ERISA Strategist Dan Notto, this bulletin discusses insights from our 2019 DC Plan Sponsor Survey
Multiple employer plans and their potential impact on the retirement plan landscape
Dan Notto, ERISA Strategist, discusses multiple employer plans and the recent developments in Washington that are shining a light on them.