Forward Thinking

Supreme Court Rules ERISA Plan Sponsors Have A Continuous Duty To Monitor And Remove Imprudent Investments

On May 18, 2015 the Supreme Court of the United States ruled in favor of petitioners in Tibble Et. Al. v. Edison International Et. Al. Petitioners alleged that respondents violated their fiduciary duty by imprudently offering higher priced retail-class mutual ...

Fiduciary Governance

Fiduciary Requirements: Amended Timeframe for Providing Participant Level Annual Fee Disclosure Notices

Fiduciary Governance

Internal Controls for Retirement Plans

Over the past decade or so, I have reviewed countless management letters written by retirement plan auditors that cite a number ...

Fiduciary Governance

Can Making Hard Decisions be Simple?

We have the great fortune of being asked on occasion to speak on topics we care about deeply and think can impact our clients and ...

Fiduciary Governance

DOL to the Rescue - Proposed Guide to Fee Disclosure Documents

On Tuesday, March 11, 2014, the Department of Labor (DOL) issued a proposed rule (see the News Release) that would require ...

Supreme Court Rules ERISA Plan Sponsors Have A Continuous Duty To Monitor And Remove Imprudent Investments

Fiduciary Requirements: Amended Timeframe for Providing Participant Level Annual Fee Disclosure Notices

Internal Controls for Retirement Plans

Can Making Hard Decisions be Simple?

DOL to the Rescue - Proposed Guide to Fee Disclosure Documents

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