We’re heading into the last category of our blog series focused on what materials a plan sponsor should include in their fiduciary file.
A recent survey by the Plan Sponsor Council of America focused on the impact the coronavirus (COVID-19) pandemic has had on ...
Recordkeeping and administration of retirement plans is multifaceted, and the proposals for these services reflect that ...
With the plan sponsor requirement to report investment fees and performance at least annually to plan participants through the ...
A target date glidepath reflects how a fund’s mix of investments changes over time. When participants are further away from ...
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As we have covered three of the five categories (Legal Plan Documents, Service Provider Contracts & Communications, and ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
Earlier this year, the Department of Labor (DOL) issued a proposed rule related to the use of Environmental, Social and ...
Broadly, an investment policy statement (IPS) is intended to outline the rules and policies pertaining to a pool of assets. For ...
In September, we shared with you how excited we were that our consultant and director of vendor services, Hailey McLaughlin, had ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...