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401k › Retirement Plan › Asset Management

Mayer Brown

United States: The Long Read - Lifetime Income Products in CITs on the Rise

Mayer Brown on

As recently noted by the US Department of Labor (“DOL”), since the passage of the Employee Retirement Income Security Act of 1974 (“ERISA”), “the retirement plan landscape has changed significantly, with a shift from defined...more

Shumaker, Loop & Kendrick, LLP

The Estate Planner, January/February 2023

Shumaker, Loop & Kendrick, LLP on

Pay attention to securities laws when planning your estate - Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more

Kohrman Jackson & Krantz LLP

Protecting Your Retirement Savings from a Market Crash

Kohrman Jackson & Krantz LLP on

Markets have been unstable for months, causing investors to be on edge with good reason. Already this year, the stock market has fallen and wiped out over $3 trillion in retirement savings....more

Williams Mullen

PODCAST: Williams Mullen's Benefits Companion - What Constitutes Plan Assets Under ERISA?

Williams Mullen on

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Zan Gormley, a partner in Williams Mullen’s Litigation Section, who discusses the law and guidance on what constitutes “assets of the...more

Troutman Pepper

DOL Sheds Light on Permissible Private Equity Components in Individual Account/Defined Contribution Plan Asset Allocation Funds

Troutman Pepper on

On June 3, the U.S. Department of Labor (DOL) issued an Information Letter (Letter) concerning private equity investments within an asset allocation fund that is a designated investment alternative in an individual account...more

Goodwin

DOL Release May Increase ERISA Defined Contribution Plan Interest in Private Equity Investments

Goodwin on

On June 3, 2020, the U.S. Department of Labor issued an information letter concluding that a plan fiduciary would not violate ERISA’s fiduciary duties solely because the fiduciary offers a professionally managed asset...more

Farella Braun + Martel LLP

Your Retirement Planning and the SECURE Act

Farella Braun + Martel LLP on

The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Grow your client’s plan assets

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

If you’re a financial advisor, more assets under management equal more money. It’s pretty simple to me. So that means a financial advisor working in the 401(k) plan space should do their best to making sure that their Plans...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan Providers Should Embrace Automatic Enrollment

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

T. Rowe Price just released a study that show that 401(k) plans with an automatic enrollment feature have a 40% increase of participation by participants in salary deferrals than those plans that don’t offer automatic...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Things They Never Tell You as a 401(k) Plan Sponsor

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When my wife and I bought our house, there were quite a few things that the previous owner forgot to tell us such as the fact they never bothered to pull the pipes from the dental office run by a previous owner 20 years...more

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