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Stay connected with industry news that may affect you, as well as what’s happening around Goldleaf Partners.
A statement from Brian H. Graff, Executive Director & CEO of The American Society of Pension Professionals & Actuaries (ASPPA) in response to the proposed fiscal year 2014 budget released by President Barack Obama
Effective April 1, 2013, a new regulation goes into effect as part of the Dodd-Frank Wall-Street Reform and Consumer Protection Act that requires consumers to be provided with the ability to pay using a PIN (Personal Identification Number) at the point of sale, in addition to the current signature process.
The DOL now requires all brokers or financial advisors to provide the required disclosure to employers/plan sponsors.
Final regulations regarding fees and expenses incurred by retirement plans were recently released by the Department of Labor (DOL). The new rules culminate the final pieces of a three-phase fee disclosure initiative that has been in the forefront of DOL retirement policy during the past several years.
In the recent past, Goldleaf Partners has observed a great deal of interest in Multiple Employer Plans (MEP) and we believe this trend of inquiries will continue. It is our hope we can provide you, our advisor partners, a brief overview of the MEP design and highlight some key plan facts as you work with prospects and clients.