The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other retirement-related limitations for the 2018 tax year.
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Fidelity recently won a dismissal from a lawsuit brought by participants in the Delta Family-Care Savings Plan regarding the ...
I am very fortunate to have the opportunity to work with exceptional organizations and assist them in managing one of their ...
When you think about the headlines related to ERISA class action cases, you usually see a lot of settlements because very few ...
If you are reading this blog, you surely understand that plan fiduciaries have an obligation to monitor their investments and the ...
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This quarter I had two client meetings where a new member was added to the Plan’s fiduciary committee. This isn’t an uncommon ...
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.
Over the past several weeks I have been working on a broad fiduciary audit of a retirement plan to assist their committee in ...