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Andy Stonehouse

Learning to Live With 404a-5 Participant Fee Disclosures
By Andy Stonehouse | 7/26/2013
Feeling a bit like you've got 404a-5 participant fee disclosure overload? You're not alone. But as noted by Legacy Retirement Solutions, the controversial (and paper-heavy) rules are indeed on the books, and you'll have to learn to deal with them. It need not consume your entire life, however.The... READ MORE
Legal Precedents Still Challenge Fiduciary Standard
By Andy Stonehouse | 7/24/2013
While the retirement world continues to wait for some final clarification on the Department of Labor’s ongoing attempts to establish the definition of fiduciary status under ERISA, a few recent cases demonstrate the tough time DoL will likely have in finalizing its controversial rules.According to... READ MORE

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