Browsing Tag
Fred Reish
51 posts
Advisors Unprepared for New 401(k) Rollover Rules
'A rollover recommendation has to be disclosed as a conflict of interest,' says ERISA expert Fred Reish
Fred Reish Fears Advisor PTE Preparedness: Broadridge Fi360 Conference
The DOL 'could go so far as to say every one of your rollover recommendations was a prohibited transaction'
3 Major Spring Retirement Industry Events: The Highlights
Some of the biggest live events in the retirement industry are set for April and May. Here’s a look at what’s on tap
DOL to Act on Credit Rating Use in 401k Fiduciary Decisions
Should credit ratings be used by fiduciaries when making investment decisions for retirement plans? As a result of…
Reish Says SECURE 2.0 Likely to be Law by End of 2021: Broadridge Fi360 Conference
On the closing day Thursday of the Broadridge Fi360 Solutions Annual Conference 2021, one of the annual headliners,…
Fred Reish’s Fiduciary Update: Qualified Plan Fiduciary Summit
Faegre Drinker fiduciary expert Fred Reish once again gave Qualified Plan Fiduciary Summit attendees critical insight and bold…
Biden Stimulus Would Cap 401(k) Plan Contribution Increases
Retirement plan advocates are concerned about provisions included in the $1.9 trillion American Rescue Plan Act of 2021,…
Episode 19—What Now? Top ERISA Expert Fred Reish Sounds Off on ESG, Reg BI and More
Sponsored By: Fred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction…
Faegre Drinker’s Fred Reish Explains the DOL’s Final Fiduciary Rule
The U.S. Department of Labor announced a new exemption for investment advice fiduciaries on Tuesday. Fiduciary expert Fred…
New CARES Act RMD and Rollover Rules: Chart
CARES Act RMD Waiver gives 2020 relief by pausing required distributions from retirement plans and IRAs, with rollover options available.