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Joshua Waldbeser

This article originally appeared in the Spring 2014 issue of Plan Consultant. To view a PDF version, please click here.As the Baby Boomer generation nears (or reaches) retirement age, many have to make decisions about their DC plan options when they retire, including weighing the pros and cons of... READ MORE
This article originally appeared in the Spring 2013 issue of Plan Consultant. To view a PDF version, please click here.The ERISA Section 408(b)(2) disclosure requirements may contain an unpleasant surprise for record keepers and TPAs (which we’ll refer to as “preparers”). That surprise—an... READ MORE
This article originally appeared in the Winter 2013 issue of Plan Consultant. To view a PDF version, including an accompanying chart, please click here.In October 2010, the Department of Labor (DOL) issued a final regulation requiring broad disclosures of fees, expenses, and certain plan and... READ MORE