If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of course attest to the fact that a meeting did indeed take place. However, if meeting minutes are not prepared and approved, the ...
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 ...
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 ...
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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 ...
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 ...