If you’re a plan sponsor, (responsible for making decisions for your company’s 401(k) plan), there are several things that you should document and review
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One of the key responsibilities retirement plan sponsors has is to demonstrate prudence and this can be done with documentation that proves a prudent process is
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The term “Fiduciary” is so important that it carries with it personal liability… if you’re involved in managing your company 401(k) plan and don’t know what a
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ERISA Section 404(c) is one of the most important safe harbor provisions for Plan Sponsors. If you’re not sure what it is or if you’re in compliance, you’ll
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In the financial industry, the term “Investment Policy Statement” is used a lot – but what is an Investment Policy Statement (or IPS) and do you really need one
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