Overview of H.R. 2988 and Potential Implications for ERISA Fiduciaries

H.R. 2988 proposes changes to ERISA fiduciary standards affecting investment decision-making, service provider selection, proxy voting, and brokerage window disclosures.
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Man puting golden coins on a board representing multiple streams of income. Concept of multiplying sources of revenue. Composite image between a 3d illustration and a photography.

Court of Appeals Focuses on Indirect Compensation

Recent court decision reiterates that provider fees are reasonable only of fiduciaries understand all income received by a provider as the result of providing services to a plan.

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