best interest

Don’t Take Forfeitures for Granted
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Retirement plans have long subjected employer contributions to vesting schedules, rewarding tenure by increasing the participant’s ownership in those contributions in proportion to their years of service. However, several law firms have recently challenged this long-standing and common practice, arguing that using forfeitures to offset employer contributions is not in the best interests of participants  Read More →
Q4 2018: Fiduciary Hot Topics: How You Doin’?
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Grab your coffee and read on for the latest fiduciary fodder! DOL’s New Fiduciary Rule & the SEC’s Best Interests Rule – Hopefully they will Intersect This past March, almost 10 years after the “new” Fiduciary and Best Interest Contract (BIC) rules were first proposed, the Fifth Circuit of the U.S. Court of Appeals vacated  Read More →

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