In the first blog of our series on what you should include in your fiduciary file, we discussed the legal plan documents you should include in your file. Today, we focus on the second category of materials: contracts and disclosures.
We recently posted a blog covering what you should include in your investment policy statement (IPS). In this follow up blog, we ...
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 ...
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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 ...
The COVID-19 virus is having an unprecedented impact on employers of all shapes and sizes, and many are having to review employee ...
Earlier this month, the Trustees of Princeton University settled a class action suit brought by participants in their retirement ...
Too much has now been written and said about the SECURE Act and the fact that it is the “most substantial piece of retirement ...