One of the most important things a retirement plan service provider is responsible for is securing the Personally Identifiable Information (PII) of participants in the plan. Failure to do so creates a risk to both the participants and to the plan sponsor that ...
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 ...
We recently posted an update on the Department of Labor’s (DOL) new safe harbor for electronic plan disclosures. This update ...
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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 ...
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 ...