This quarter I had two client meetings where a new member was added to the Plan’s fiduciary committee. This isn’t an uncommon occurrence. All established fiduciary committees will experience some level of turnover over time, either because of self-imposed ...
This week it became known that the Department of Labor is proposing another extension to the fiduciary rule – this time as an ...
In the past, we have written several pieces to help sponsors stand up to a retirement plan committee. We have discussed members, ...
In recent requests for proposal (RFPs) that we have responded to for prospective clients, I have noticed an increase in the ...
Lately, I’ve been asked a lot about the difference between an ERISA 3(21) and a 3(38) investment fiduciary.
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Over the past several weeks I have been working on a broad fiduciary audit of a retirement plan to assist their committee in ...
President Trump’s second pick for Secretary of Labor was confirmed by the Senate on Thursday, April 27.
Andrew Puzder, President Trump’s pick for labor secretary, has withdrawn his name from the nomination, prior to his scheduled ...
Recall the twelve lawsuits filed by Schlichter Bogard & Denton against colleges and universities back in August? The cases ...
Many active fundamental growth managers have struggled to outperform their peer groups for the 1-year period ending June 30th. ...
Plaintiffs’ attorneys in class action litigation against retirement plan fiduciaries are continuing to raise the bar regarding ...