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Andy Stonehouse

By Andy Stonehouse7/26/2013 • 0 Comments

Feeling a bit like you've got 404a-5 participant fee disclosure overload? You're not alone. But as the rules are indeed on the books, you're going to have to learn how to deal with them.

By Andy Stonehouse7/24/2013 • 1 Comments

While the retirement world continues to wait for some final clarification on the Department of Labor’s ongoing attempts to establish the definition of fiduciary status under ERISA, a few recent cases demonstrate the tough time DoL will likely have in finalizing its controversial rules.