fiduciary fitness
Making the Grade
Understanding the EACA exception for nondiscrimination tests
Reported by Quana C. Jew
To access this premium content, please sign up for a free account!
You Might Also Like:
ERISA Advisory Council Approves 3 New QDIA Recommendations
The council is seeking to provide more participant education on retirement income options and a safe harbor for IRA rollovers.
ERISA Advisory Council Homes In on 4 QDIA Recs
The council is considering recommendations to the DOL on default decumulation options.
Increased Share of Workers Credit Employers for Efforts to Reduce Financial Stress
A Schwab survey of 401(k) participants also found increased familiarity with SECURE 2.0 provisions compared with last year.