Alternative investments by retirement plans *

USA - December 14 2012
In the current investment climate involving historically low interest rates and an uncertain stock market, we have been approached by clients, consultants and third party administrators with the same request: “Can a plan invest in non-traditional investments, such as real estate?”

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What to do about those underfunded defined benefit plans? Termination is the answer *

USA - June 11 2012
It is all too common that employers sponsor underfunded defined benefits plans that they cannot afford to terminate.

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The final fee disclosure rules finally arrive *

USA - February 28 2012
Earlier this month, the Department of Labor released the long-awaited final service provider fee disclosure regulation under Section 408(b)(2) of ERISA.

Co-authors: Daniel N. Kuperstein.

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Avoiding a DOL audit of an employee benefit plan annual report *

USA - February 28 2012
Requirements under ERISA mandate that an administrator of an employee benefit plan, subject to Part 1 of Title I of ERISA, file an annual report with the Secretary of the Department of Labor (DOL).

Co-authors: Michelle M. Stimson.

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The final fee disclosure rules finally arrive *

USA - February 28 2012
Earlier this month, the Department of Labor (DOL) released the long-awaited final service provider fee disclosure regulation under Section 408(b)(2) of ERISA.

Co-authors: Daniel N. Kuperstein.

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