Of Counsel Michelle Capezza was quoted in a Fiduciary News article discussing the important role education plays for retirement plan participants and the challenges employers face in providing such education.

Michelle says, “Given the complexities of retirement planning and financial issues, participants would greatly benefit from meaningful and understandable educational materials, and broader financial wellness programs.” She goes on to explain that employers might be reluctant to provide related educational resources due to uncertainty about whether they are giving mere information or investment advice, risking fiduciary liability.

Source

Fiduciary News