Plan Sponsors Archives - Page 2 of 29 - Experiential Wealth, Inc

Quarterly Market Commentary – 2022 Q1

Apr 14, 2022 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 1st quarter of 2022 market commentary which represents the current views of Experiential Wealth, Inc.

Quarterly Market Commentary – 2021 Q4

Jan 11, 2022 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 4th quarter of 2021 market commentary which represents the current views of Experiential Wealth, Inc.

DOL Propose Rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights

Oct 25, 2021 | Plan Sponsors, Regulations

INTRODUCTION On October 14, 2021, the Department of Labor (DOL) issued proposed rule, Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights , which replaces the current regulation, the Financial Factors in Selecting Plan Investments rule...

Quarterly Market Commentary – 2021 Q3

Oct 18, 2021 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 3rd quarter of 2021 market commentary which represents the current views of Experiential Wealth, Inc.

Quarterly Market Commentary – 2021 Q2

Jul 29, 2021 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 2nd quarter of 2021 market commentary which represents the current views of Experiential Wealth, Inc.

DOL Final Rule Prohibited Transaction Exemption 2020 02 for Investment Fiduciary

Apr 19, 2021 | Everything Else, Plan Sponsors, Regulations

ERISA and the IRC establish prohibited transaction provisions that generally exclude fiduciaries, with respect to workplace retirement plans (Plan or Plans) and individual retirement accounts and annuities (IRAs), from engaging in self-dealing and receiving...

Quarterly Market Commentary – 2021 Q1

Apr 15, 2021 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 1st quarter of 2021 market commentary which represents the current views of Experiential Wealth, Inc.

ERISA CYBERSECURITY Best Practices & TIPS

Apr 14, 2021 | Everything Else, Plan Sponsors, Regulations

The Employee Benefits Security Administration of the Department of Labor issued a new guidance for plan sponsors and fiduciaries regulated by the Employee Retirement Income Security Act (ERISA). The guidance offers tips and best practices in three areas: Tips for...

Quarterly Market Commentary – 2020 Q4

Jan 15, 2021 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 4th quarter of 2020 market commentary which represents the current views of Experiential Wealth, Inc.

Pooled Employer Plan

Jan 15, 2021 | Plan Sponsors, Regulations

POOLED EMPLOYER PLAN (PEP) created in 2019 under the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) intends to: Extend retirement plan accessibility especially to small employers (according to the Federal Reserve Report on the Economic...

DOL Final Rule: Financial Factors in Selecting Plan Investments

Nov 13, 2020 | Plan Sponsors, Regulations

On November 13, 2020, the DOL issued final regulation, to promulgate principles of fiduciary standards for selecting and monitoring investments, and set forth the scope of fiduciary duties surrounding nonpecuniary issues. The final rule makes five major amendments to...

401k Wire – Jenny Johnson’s SPARK Interview with Philip Chao

Nov 4, 2020 | Company News, Plan Sponsors

The publication 401kWire.com recently released an article regarding Philip Chao's interview with Jenny Johnson, Franklin Templeton President and CEO, at this month's SPARK conference. Here is the article.

Quarterly Market Commentary – 2020 Q3

Oct 25, 2020 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary

This is the 3rd quarter of 2020 market commentary which represents the current views of Experiential Wealth, Inc.

DOL Interim Final Rule: Pension Benefit Statements – Lifetime Income Illustrations

Aug 18, 2020 | Plan Sponsors, Regulations

The Department of Labor’s Employee Benefits Security Administration (EBSA) announced an interim final rule (IFR) for administrators of defined contribution retirement plans, such as 401(k) plans. EBSA is issuing the rule in response to the Setting Every Community Up...