Three years ago, the 403(b) excessive fee case of Sacerdote v. New York University was decided in favor of New York University. Before the trial, several of the plaintiffs’ claims were dismissed and the plaintiffs’ challenged several of these dismissals on ...
ERISA Section 408(b)(2) requires service providers to the plan to provide the plan’s fiduciaries with the information they need ...
On July 16, the Internal Revenue Service (IRS) announced changes to the Employee Plans Compliance Resolution System (EPCRS). ...
Many plan sponsors delegate the oversight of investments and administration of their retirement plan to a committee within their ...
Another university ERISA lawsuit settles with monetary and non-monetary penalties. Columbia University agreed to a $13 million ...
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How do your employees enroll in your retirement plan? How do they make investment changes or allocations? If you offer tools to ...
Retirement plan sponsors and fiduciaries should understand the insurance products that are available to protect the plan and its ...
Are you a Board Member of an organization that sponsors a retirement plan? If so, are you aware of your fiduciary ...
If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of ...
Plan sponsors frequently ask which of their retirement plan’s expenses can be paid with assets of their plan. Under ERISA, ...
As we covered in Part 1 and Part 2 of this series, recordkeeping and administration of retirement plans is multifaceted, and the ...