2020 has brought retirement plans non-stop changes from Washington, D.C. Right before the beginning of the year, the SECURE Act was signed into law. At the time, the Act was the most substantive enhancement to the retirement system in over a decade. Fast ...
Many Board of Directors establish a Retirement Plan Committee to whom they formally delegate oversight of their organization’s ...
We recently posted an update on the Department of Labor’s (DOL) new safe harbor for electronic plan disclosures. This update ...
In the first blog of our series on what you should include in your fiduciary file, we discussed the legal plan documents you ...
We recently posted a blog covering what you should include in your investment policy statement (IPS). In this follow up blog, we ...
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Retirement plans are designed to be long-term programs for participants to accumulate and receive benefits at retirement. As a ...
While industry practice has generally held that an investment policy statement (IPS) is considered a best practice for plan ...
Schlichter Bogard & Denton LLP, a law firm in St. Louis, continues to identify targets of class action litigation for ...
Plans break operationally from dozens of causes, but without regard to cause, these are the most common failures continually ...
The Internal Revenue Service (IRS) released Notice 2020-50 which provides guidance on coronavirus-related distributions (CRDs) ...
Given the COVID-19 pandemic, I’ve had several clients request to cancel their March 31, 2020 investment reviews. Earlier this ...