Subscribe

More legal counsel crashing retirement plan meetings, Callan survey shows

plan meetings

Internal lawyers attended plan committee meetings at 49% of companies in 2022, up from 11% in 2017, and external counsel attended meetings at 36%, up from 21%.

The lawyers are coming! The lawyers are coming!

To companies' retirement plan meetings, that is.

According to an annual survey by defined-contribution plan consulting firm Callan, there has been a sharp rise in the presence of legal counsel at DC committee meetings, with internal lawyers atten

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Does the Dow hitting 40k matter?

To some financial advisors, Dow 40k holds genuine significance, despite it being more of a psychological marker for investors than a true financial one.

Advisors share tips for clients seeking to retire early

Advisors offer suggestions for clients interested in getting a jump on their golden years.

Inside Chuck Failla’s RIA crusade

The Sovereign Financial Group CEO talks about his drive to help more advisors take the independent route.

Financial advisors pipe up on private credit allocations

Advisors say private credit is a great way to add to diversification to a client portfolio, despite often lacking liquidity.

Breaking the $90K college barrier

University costs are eye-watering for parents, but the new stratospheric prices offer advisors an opportunity to provide real value to clients and their families.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print