Last week, the Department of Labor (DOL) proposed a rule to explicitly permit plan fiduciaries to consider environmental social and governance (ESG) factors in selecting and monitoring investment products in qualified retirement plans subject to the Employee ...
When discussing retirement plan fees, recordkeeping expenses are usually the primary focus for plan fiduciaries. The reasons for ...
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
The Government Accountability Office (GAO) recently conducted a study on retirement plan participants’ understanding of the fees ...
Three years ago, the 403(b) excessive fee case of Sacerdote v. New York University was decided in favor of New York University. ...
Sign-up to receive our blog posts straight to your inbox.
(2)%20disclosures%20social.png?height=400&name=408(b)(2)%20disclosures%20social.png)
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 ...
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 ...