Syed Nishat, with Wall Street Alliance Group, discusses potential effects on retirement plans if President Joe Biden is able to move forward his legislative agenda.
Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), says plan sponsors have many things to review before selecting a managed account for their DC plan.
Michael Barry, president of O3 Plan Advisory Services LLC, discusses the political back and forth that occurs when administrations change, and the resulting lack of clear rules.
“I work with an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor that has a 403(b) plan in which each participant owns an individual annuity contract. We...
Michael Barry, president of O3 Plan Advisory Services LLC, argues that the U.S. Supreme Court, now has an opportunity to provide much needed answers to DC plan fiduciaries.