William Montgomery

ERISA Attorney Humphrey Disputes DOL's MEWA/MEP Comparison

By William Montgomery | 2/21/2013

In Advisory Opinion 2012-04A, the Department of Labor fundamentally changed the prevailing wisdom on “open” MEPs, indicating that these arrangements should be considered to be individual plans rather than a single plan having multiple adopters. In a new article, “A Comparison of MEWAs and Open MEPs... READ MORE

Reish Responds to DOL Advisory Opinion on MEPs

By William Montgomery | 11/6/2012

In August, attorney Fred Reish wrote an insightful article for fi360 AIF designees on Open MEPs that is a must-read for anyone involved with multiple employer plans.Some background: On May 25, 2012, the Department of Labor released an advisory opinion (AO 2012-04A) that overturned several of the... READ MORE

Trends in Outsourcing Have Led to Open MEPs – What's Next?

By William Montgomery | 10/8/2012

The idea of hiring experts to handle difficult plan responsibilities is nothing new to the 401(k) industry.What has changed is the variety of outsourcing opportunities offered today, and the number of vendors who will accept roles traditionally held by plan sponsors. More than ever, plan sponsors... READ MORE

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William Montgomery

NAPA's 401(k) Rollover Specialist (k)RS Credential

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