Year: 2008

The ‘Anti-Participant Rule’

W. Scott Simon   Any discussion about the regulatory effort (i.e., proposed rule §2550.404a-5 set forth by the Department of Labor) or the legislative effort

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Managing Accountability

Investment advisors to sponsors of qualified retirement plans such as 401(k) plans might wish to adapt some of the material in this month’s column for use when marketing to other plan sponsors.

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