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 ...
Plan sponsors frequently ask which of their retirement plan’s expenses can be paid with assets of their plan. Under ERISA, ...
Fiduciaries are required by ERISA to monitor service providers to the plan. That includes monitoring for any conflicts of ...
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The Department of Labor’s Employee Benefits Security Administration (EBSA) has released new guidance for locating missing ...
In late December, the most recent stimulus relief package, The Consolidated Appropriations Act, 2021, was signed into law. This ...
As we kick off the New Year, it’s a good time to be reminded that the waiver of Required Minimum Distributions (RMDs) expired on ...
We previously covered categories of content that are important to incorporate into a best practice Investment Policy Statement ...
We’re heading into the last category of our blog series focused on what materials a plan sponsor should include in their ...
As we have covered three of the five categories (Legal Plan Documents, Service Provider Contracts & Communications, and ...