Louis S. Harvey

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  401(k) Fee Transparency: Best & Worst Providers

  By Jane Wollman Rusoff  |  December 20, 2012

  Dalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.

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  Disclosure Upheaval

  By Louis S. Harvey  |  November 23, 2011

  In 2012 two new fee disclosure regulations will take effect for 401(k) and similar retirement plans. These new regulations were issued and will be enforced by the Department of Labor (DoL) and the IRS.

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  2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow

  By Kenneth Silber, Research  |  November 22, 2011

  The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...

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  Brace for Impact

  By Bill Good  |  September 1, 2010

  Author's Note: As you read this article, you will see that within two years your life will change. To assist in your planning, I have...

• With Reform Bill, the Fiduciary Process Evolves

  By Kathleen McBride, AdvisorOne  |  June 28, 2010

  On the heels of the June 25 final wording for financial reform legislation, the Foundation for Fiduciary Studies (FFS), unveiled an "evolved" fiduciary process and a new president, Louis S. Harvey.