TPApril

I'm curious to know how this turned out?

Does anyone know off hand if Wells Fargo Advisors, formerly Wachovia, but now owned by Wells Fargo, can certify investments to allow for a limited scope audit, or someone I can contact there who can actually answer that question for me?

Well I feel naive posting this question, but I had thought that the final regs for 408(b)(2) had been published and we are now working towards putting them into effect by 1/1/12. I was recently told by attorneys that the final regs are not out yet. I did a quick search and found the Federal Register publication dated 7/16/10 entitled 'Interim Final Rule'. I was thinking a best practice would be to get started with these rules. As an industry are we on hold waiting for additional rules prior to 1/1/12 and we should wait before revising our contracts?

Have you figured out what you are planning to do, or have you done it already?

We are in the process of putting together software/subscription requirements for a new TPA practice. Coming from a large firm, we had an inhouse daily research on current topics. Not having access to that anymore, We have found a variety of free daily or weekly newsletters such as 401khelpcenter, freeersia, benefitslink, etc. CCH has a free subscription and a pay subscription. What is the general consensus on sufficient digest/updates to provide necessary goings on for a tpa practice? are the free resources sufficient?