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Live From the NAPA/ASPPA 401(k) SUMMIT: “Life After Fee Disclosure”

March 12, 2013

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Both Fred Reish, of Drinker Biddle & Reath LLP, and Sam Brandwein, of Morgan Stanley, gave their views on compliance issues following the initial 408(b)(2) fee disclosure effective date July 1, 2012 at the “Life After Fee Disclosure” workshop at the 2013 NAPA/ASPPA 401(k) SUMMIT.

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DOL extension of 408(b)(2) and participant-level disclosures

July 13, 2011

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Today, the DOL issued the final rule on the extension of the 408(b)(2) and participant-level disclosures applicability dates. The effective date of 408(b)(2) has been extended to April 1, 2012, with the final regulation due by the end of the…

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Answering your questions on 408(b)(2) and fiduciary advice

March 29, 2011

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A few weeks ago, fi360 and CEFEX hosted ERISA attorney Fred Reish for a webinar on proposed DOL 408(b)(2) and fiduciary advice regulations. During the session, Fred covered what constitutes fiduciary advice under the new rules and what doesn’t, what…

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