In the News

PLANSPONSOR Magazine Highlights Jeff Capwell’s Comments at Retirement Plan Seminar

May 13, 2015

Partner Jeff Capwell was featured in an April 28 article regarding a presentation he made at a retirement planning conference sponsored by the University of South Carolina Darla Moore School of Business. In the article, titled “Helping Participants Plan Their Distributions,” Jeff addresses the role of employers in educating employees about retirement readiness and preparing to take distributions from their plans. He also discusses legal issues associated with the selection of third parties to provide participant education programs, and the potential impact of proposed new regulations issued by the U.S. Department of Labor concerning fiduciary investment advice under ERISA. Subscribers can view the full article at www.plansponsor.com.