ERISA Nerd

The content provided on erisanerd.com is for general informational and educational purposes only. The Site is operated as a blog and resource for financial professionals and advisors to explore topics related to ERISA compliance, fiduciary responsibilities, and the management of “held-away” retirement accounts.

Nothing contained on this Site constitutes legal, financial, tax, accounting, or investment advice. The publication and maintenance of this Site do not establish a professional advisory, fiduciary, or legal relationship between ERISA Nerd and any reader or user. Financial professionals must independently evaluate regulatory requirements and consult with their own qualified legal, compliance, and tax counsel regarding specific compliance obligations.

All opinions, views, and commentaries expressed on this Site are solely those of Kevin T. Clark, RF, and do not necessarily reflect the official policies, positions, opinions, or views of Plan Confidence Corporation, its employees, clients, or vendors.

While references or links to Plan Confidence Corporation or its services may occasionally be provided for informational purposes or as a resource for financial professionals exploring “Co-Advisory” arrangements, Plan Confidence Corporation is a separate legal entity. For official regulatory disclosures, Form ADV Part 2A, and detailed information regarding Plan Confidence Corporation’s services and fees, please visit planconfidence.com.

© 2026 ERISA Nerd. All rights reserved. No portion of this Site, including text, graphics, code, and editorial content, may be reproduced, distributed, stored in a retrieval system, or transmitted in any form or by any means without the prior written permission of ERISA Nerd.