Are you a Board Member of an organization that sponsors a retirement plan? If so, are you aware of your fiduciary responsibilities that may exist related to that retirement plan? Boards often delegate the authority to manage a retirement plan to an employee ...
Your retirement plan audit has been completed, now what? You may think the completion of the audit ends the work to be done, but ...
If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of ...
So far in this blog series we have covered the first two phases of a recordkeeping vendor search. Phase 1 (Steps 1 and 2) covered ...
Plan sponsors frequently ask which of their retirement plan’s expenses can be paid with assets of their plan. Under ERISA, ...
Sign-up to receive our blog posts straight to your inbox.
Fiduciaries are required by ERISA to monitor service providers to the plan. That includes monitoring for any conflicts of ...
We recently walked you through the first phase of conducting a vendor search. Phase 1 covered the preparation portion of ...
Of the three most common Qualified Default Investment Alternative (QDIA) solutions, (1) balanced fund, (2) target date funds, and ...
As a plan sponsor, do you believe there are unique aspects to your retirement plan, participants, and/or the goals and objectives ...
The U.S. economy grew at a 33.4% annualized rate in the third quarter (most recent available) after GDP plunged 31.4% in the ...
The Department of Labor’s Employee Benefits Security Administration (EBSA) has released new guidance for locating missing ...