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Ed McCarthy on Muck Rack

Ed McCarthy

Rhode Island
As seen in: LinkedIn, Seeking Alpha, The Hamilton Spectator (Hamilton, ON), Institutional Investor, ThinkAdvisor, Trusts & Estates, Varsity, Wealth Management, Journal of Accountancy, Property & Casualty 360 Perspectives Podcast and
Freelance financial writer

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Articles

Is Investment Performance a Fiduciary Duty?

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By Ed McCarthy, Ed Mccarthy
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Plaintiffs filed two lawsuits in January that focused on their retirement plans’ investment offerings. First, participants in Southwest Airlines’ 401(k) plan filed a class action complaint alleging the airline failed to remove the Harbor Capital Appreciation Fund, a large-cap growth investment option, from the plan lineup, despite a history of underperformance over 15 years.
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Key Terms and What They Mean

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By Ed McCarthy, Ed Mccarthy
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etirement plans involve numerous legal requirements and terms. Given the scrutiny plans receive, sponsors should understand what key terms mean for their plan and its participants. Online definitions from the IRS are a good starting place; the Department of Labor also provides definitions for plans and for compliance with the Employee Retirement Income Security Act.
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A Guide to Buying and Maintaining Cyberinsurance

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By Ed McCarthy, Ed Mccarthy
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Employee benefits and retirement plans are a natural target for cybercriminals. Allie Itami, a partner in the law firm Lathrop GPM LLP, notes that health and welfare and retirement plans have large amounts of valuable data, including personal or sensitive information about employees and their beneficiaries.
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