While industry practice has generally held that an investment policy statement (IPS) is considered a best practice for plan fiduciaries, there is a sentiment among some in the retirement plan industry that an IPS is not appropriate. This sentiment believes ...
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 ...
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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 ...
Last year, I wrote a piece outlining how many retirement plan consulting firms are changing their structure and approach to ...
The Internal Revenue Service (IRS) established the Employee Plans Compliance Resolution System (EPCRS) to provide retirement plan ...
Higher education institutions are vibrant workplaces where administrators, faculty, and staff all move toward a common purpose of ...