• by PCS
  • 06/04/2020
  • Fiduciary, Compliance, PCSRetirement

Final DOL Rule Allowing Electronic Disclosure as Default Delivery Method for Participant Notices

On May 27, 2020, the Department of Labor (DOL) published the final rule providing an additional safe harbor regarding ...

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  • by PCS
  • 01/15/2020
  • Partnerships, Fiduciary, PCSRetirement

The SECURE Act is Official! Significant Changes for Employer-Sponsored Plans and IRAs

On December 20, 2019, the President signed into law the Further Consolidated Appropriations Act, 2020, which includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act provisions ...

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  • by PCS
  • 01/15/2020
  • Partnerships, Fiduciary, PCSRetirement

AdvisorTrust - Prepared to be Your Pooled Employer Plan (PEP) Solution

AdvisorTrust is an independent trust company that offers directed trust, custody and other back office services for a full range of retirement plans. Plan sponsors benefit from having a ...

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  • by Bob Veres, Advisor Perspectives
  • 02/16/2017
  • Fiduciary, Compliance, PCSRetirement

DOL Fiduciary Compliance Part II: The most comprehensive solutions for RIA firms

Last year, as the DOL fiduciary rule was finalized, PCS CEO Mark ...

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