Fiduciary Governance
2021 Regulatory Update
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
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 ...
The Internal Revenue Service maintains the Employee Plans Compliance Resolution System (EPCRS) to provide plan sponsors with the ...
Sign-up to receive our blog posts straight to your inbox.
As an institutional retirement plan consultant, I spend an enormous amount of time educating myself and staying current on ...
A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement ...
The Department of Labor (DOL) recently provided its first guidance for plan sponsors related to cybersecurity for retirement ...
How do your employees enroll in your retirement plan? How do they make investment changes or allocations? If you offer tools to ...
The U.S. Government Accountability Office (GAO) issued a report[1] on cybersecurity risks facing defined contribution retirement ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...