As we have covered three of the five categories (Legal Plan Documents, Service Provider Contracts & Communications, and Fiduciary Committee Governance) of materials for your fiduciary file. In review, a fiduciary file is just that. A file, or more likely ...
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 ...
In September, we shared with you how excited we were that our consultant and director of vendor services, Hailey McLaughlin, had ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
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On October 27, the House Ways & Means Committee introduced the Securing a Strong Retirement Act of 2020, a follow up to the ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
One of the most important things a retirement plan service provider is responsible for is securing the Personally Identifiable ...
We continue down our path of covering the materials you should include in your fiduciary file with the third category, Fiduciary ...
2020 has brought retirement plans non-stop changes from Washington, D.C. Right before the beginning of the year, the SECURE Act ...
Many Board of Directors establish a Retirement Plan Committee to whom they formally delegate oversight of their organization’s ...