by ERapp | Aug 8, 2017 | News and Articles
What does it mean when fees are assessed “pro-rata”?The pro-rata method of assessing a fee is when the total fee amount is deducted proportionally from participant accounts. An asset-based fee that is calculated directly from the participant account...
by Marketing | Apr 18, 2017 | News and Articles
The Department of Labor (DOL) fiduciary rule, delayed from the original April 10, 2017 deadline, expands the ERISA (Employee Retirement Income Security Act) definition of “investment advice fiduciary” so that every financial professional working with retirement plans...
