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How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?

How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?

Aug 2, 2019

If your defined contribution retirement plan (e.g., 401k, 403b) offers the option for participants to withdraw funds through a hardship distribution provision, you should be aware of recent changes proposed by the IRS.

How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?

What Criteria Should I Consider When Selecting a Retirement Plan Advisor?

Jun 28, 2019

Whether your retirement plan has never had an advisor before, or if you currently have an advisor but are looking to “shop around,” it is important to have a documented due diligence process that demonstrates how your plan advisor was selected.  As a fiduciary, a...
St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries

St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries

Nov 14, 2018

The former St. Clare’s Hospital located in Schenectady, NY, is facing scrutiny over the recent decision to terminate the pension plan earlier than originally anticipated. Over 1,000 beneficiaries were recently made aware of the decision, which has left them uncertain...
A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor

A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor

Jul 18, 2017

Effective relationships between investors and advisors are built on trust. That trust is grounded in a commitment by the advisor to act solely in your best interests. But how can you be sure that the person you are entrusting not only embraces their commitment but is fully qualified to fulfill it?

Lesson Plan: What Colleges and Universities Can Learn from the Recent TIAA-CREF Excess Fees Settlement

Lesson Plan: What Colleges and Universities Can Learn from the Recent TIAA-CREF Excess Fees Settlement

May 30, 2017

In a 2015 class action that struck terror in the hearts of colleges and universities across the country, TIAA-CREF’s own employees – participants of its 401(k) and retirement plans – sued TIAA

The Long and Winding Road that Leads to the “New” ERISA Fiduciary Rules has Another Detour

The Long and Winding Road that Leads to the “New” ERISA Fiduciary Rules has Another Detour

May 10, 2017

Back in 2010, when I was an attorney in private practice at Bond, Schoeneck & King PLLC, an investment advisory firm that was a client of mine asked me what they needed to do to comply with the newly released Department of Labor proposed rules to change the 1975 ERISA fiduciary rules.

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