Posts Tagged ‘Jason Roberts’
5 Tips for the Selection and Monitoring of Your 401(k) Advisor
Jason Roberts, partner at Reish and Reicher, one of the most respected ERISA law firms in the nation, wrote an excellent and concise piece on how to evaluate and monitor the advisor of your plan.
Read MoreThoughts on 401(k) Advice Session from fi360 National Conference (Presentation Included)
For the third straight year, I attended the fi360 National Conference, the premier fiduciary-focused conference in the nation. The sessions were outstanding, focusing on the many changes taking place within the retirement plan industry, including those proposed for 401(k) advice. I was fortunate enough to be able to speak on an esteemed panel regarding the topic to a packed house of concerned advisors and retirement plan providers. Here are some key points that were discussed:
Read MoreBeManaged Co-Founder Presenting at ’10 fi360 National Conference
As in ’09, I will be presenting with a distinguished panel of speakers on the timely topic of 401(k) advice at the ’10 fi360 National Conference. The session, titled “401(k) Participant Advice: How to Protect Plan Sponsors and Yourself.”
Read MoreVideo: Jason Roberts on 401(k) Fee Disclosure 408(b)2 Regulations
Our friend Jason Roberts of Reish and Reicher was recently interviewed on Dow Jones NewsWires regarding the proposed 408(b)2 regulations (fee disclosures/conflicts of interest), and what they mean for both employers and 401(k) advisors.
Read More18 Minutes on the New DoL 401(k) Advice Proposal
Our friend Jason Roberts, Partner at Reish and Reicher, has been closely monitoring the regulatory developments of 401(k) advice since the passage of the Pension Protection Act of ’06. The link below provides a brief, yet detailed overview of the regulations and what employers and advisors should take into consideration when it comes to the advice 401(k) investors receive. It is definitely worth the time.
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