Borzi Announces Fee Disclosure Help for Participants
June 11, 2012 — Phyllis Borzi, assistant secretary for the Employee Benefits Security Administration (EBSA), announced tools to help participants understand fee disclosures. — In her retirement security newsletter for […]
Innovative Attends the 2012 Community Access Unlimited Golf Outing
Elizabeth, NJ – May 11, 2012 – While higher is not better on golf score cards the numbers turned in by the friends, supporters and community partners of Community Access […]
Mark and Nicole Attend the 8th Annual fi360 Conference in Chicago
Innovative’s Mark Sulpizio, MS Tax, AIF® and Nicole Offerman, AIF® joined approximately 600 advisors in Chicago for a three-day educational and networking event April 25th-27th. A full range of nationally […]
The DoL Fights Employers Failing to Remit Contributions
The Labor Department’s Employee Benefits Security Administration (EBSA) has a long history of protecting the contributions employees make to their 401 (k), health care, and any other contributory plans by […]
Innovative’s Mark Sulpizio Goes To The Harvard Club
On Wednesday, February 8, 2012 our own Mark Sulpizio attended Federated Investors’ Retirement Security Symposium at The Harvard Club of New York City. This special event was by invitation only […]
DOL Finalizes, Delays 401(k) Fee Disclosure Rules
After months of delay, the Department of Labor (DOL) has just released final regulations under Section 408(b)(2) of ERISA, requiring retirement plan service providers to disclose information about their services […]
Fiduciary Luncheons A Success Again!
Innovative would like to thank all of our guests that attended the Fiduciary Luncheons that we hosted last week in Princeton, Parsippany and Philadelphia. Innovative’s own Mark Sulpizio, Accredited Investment […]
Year-End Notices for Retirement Plans
There are a series of notices regarding retirement plans that must be provided to participants as the end of 2011 approaches. Included in these notices are the following: 1)If a […]
Innovative Speaks in Dallas!
At the Fall 2011 United Benefit Advisors (UBA) Meeting in Dallas, Innovative’s own Mark Sulpizio and Terriann Procida spoke to over 300 members from across the country. Recognized as experts […]
Tibble v. Edison International, A Lesson in Revenue Sharing
When you sponsor a retirement plan you, or someone you appoint, are responsible for making many important decisions associated with the plan such as investment options and service providers. Informed […]
