Fiduciary Focus
Mistakes Happen
Common errors that occur and how the EPCRS helps to correct them.
Reported by Summer Conley and Michael Rosenbaum
Art by Joseph Ciardiello
To access this premium content, please sign up for a free account!
You Might Also Like:
SECURE 2.0 Accidentally Dropped Catch-Ups, But Industry is On the Case
Legislators seem to have dropped a section from the final version of SECURE 2.0 that nullifies catch-up contributions in retirement...
Rules for Sponsor Self-Correction Broadened by Both SECURE 2.0 and DOL Proposal
The DOL made a proposal to expand the VFCP in November 2022, and SECURE 2.0 also made changes to IRS...
IRS Proposes Accepting Remote Notarization on Permanent Basis
The rule would codify relief from ‘physical presence’ rules for retirement plan elections that was first granted during the height...
