Posts by Michael Saulnier
Aprio Retirement Plan Services Investment Management
Aprio Retirement Plan Services Employee Education Solutions
Retirement Plan Services Overview
Mercedes, Lexus Forfeit in ERISA Case Underscores Need for Fiduciary Best Practices
The order by the U.S. District Court judge in Mississippi was clear: hand over the Mercedes, two Lexuses, a truck and proceeds from the sale of life insurance policies as security in the $6.49 million judgement for fiduciary violations. The judgment against Herbert Bruister, the former CEO of a DirecTV installation subcontractor called Bruister &…
Read MoreDeath of DOL Fiduciary Rule Raises Question: Do You Know Your Fiduciary Ecosystem?
The on-again, off-again legal deathwatch of a stronger fiduciary rule by the U.S. Department of Labor that captivated investment advisors and lawyers for the past two years is finally being laid to rest. The rule, which implemented a higher standard for investment advice on retirement accounts, took effect in 2016 but was thrown out by…
Read More