In the cover story of our Fall issue, Goldleaf Partners’ Michael E. King and Jessica Marston explain why TPAs must adapt their service models to deal with the disruption – both good and bad – that technological innovation is bringing. You’ll also find feature articles by Brian Kallback of Loras College on the opportunity to be found in ERISA Section 408(g), by Ice Miller attorneys Gary Blachman and Austin Anderson on indirect funding of “backdoor” Roth accounts, and by Susan Perry of Fiduciary Outsourcing on questions to consider before wading into the 3(16) world – as well as insights from contributors Jim Nolan, Brian Graff, Will Hansen, Lauren Bloom, Brian Kallback, ERISA attorneys Tony Panagiotu, Fred Reish, Bruce Ashton and Joshua Waldbeser, the ARA’s Nevin Adams, Dick Billings of Fiduciary Wise, actuary Mark Shemtob, risk management expert David J. Discenza, Shannon Maloney of Strategic Retirement Partners, Jason Brown of Benefit Plans Plus and Ferenczy Benefits Law Center’s Alison Cohen.
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