With the plan sponsor requirement to report investment fees and performance at least annually to plan participants through the 404(a)5 disclosure, the hope was that requiring disclosure to participants would help inform them and allow the opportunity for them ...
A target date glidepath reflects how a fund’s mix of investments changes over time. When participants are further away from ...
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 ...
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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 ...
On October 27, the House Ways & Means Committee introduced the Securing a Strong Retirement Act of 2020, a follow up to the ...
The IRS recently announced 2021 dollar limits on benefits and contributions for qualified retirement plans. Many of the limits ...
The coronavirus pandemic has revealed what survey data had reported for years, many Americans lack access to emergency liquidity. ...