The fate of the Fiduciary Rule
As you may know, on Friday, February 3, 2017, President Trump signed a memorandum directing the Department of Labor Secretary to undertake a new “economic and legal analysis” to evaluate […]
Innovative Presents at the BPAS Annual Conference
The Innovative team spent June 6, 7 and 8, 2016 at the Benefit Plans Administrative Services (BPAS) Annual Partner Conference in Philadelphia. The annual conference draws financial intermediary partners from across […]
Seven Common Mistakes That Could Trigger a DOL Audit
Here are some great tips on how to avoid a DOL audit from the UBA Blog: Not many things incite more fear than receiving a notice that you’re about to […]
DOL Announces New Fiduciary Rule
On April 16th, the Department of Labor provided the long awaited revision to the fiduciary definition in the Fiduciary Rule. The new rule has been debated for many months and […]
Innovative Investment Fiduciaries Guest Presenters
On Tuesday, September 16th, Innovative’s Matthew Bernstein, Qualified Plan Consultant, and Mark Sulpizio, Managing Partner were asked to speak at MID Jersey Chamber of Commerce’s quarterly NPEC (Non-Profit Executive Council) […]
What Does July 31st Mean To You?
Form 5500 With the exception of government plans (including most public schools) and many church plans which are exempt, plans on a calendar year that must comply with ERISA must […]
Have You Registered for Our July 15th Lunch Event in Cherry Hill?
Are your employees getting their fair share? In 2012, the DOL issued new disclosure regulations requiring service providers to disclose the services provided and fees charged to retirement plans. Recently, […]
Are The Fees In Your Retirement Plan Reasonable?
Are your employees getting their fair share? In 2012, the DOL issued new disclosure regulations requiring service providers to disclose the services provided and fees charged to retirement plans. Recently, […]
Innovative’s Mark Sulpizio Is Quoted In Employee Benefit Advisors
In the last few years, executive level employees have made a shift from working for larger companies, to running smaller companies. However, the benefits typically available at smaller companies can’t […]
Join Us May 9th For Our Princeton Lunch ‘N Learn: Are The Fees In Your Retirement Plan Reasonable?
Are your employees getting their fair share? In 2012, the DOL issued new disclosure regulations requiring service providers to disclose the services provided and fees charged to retirement plans. Recently, […]
