Fiduciary duties include ensuring the fees and expenses paid from plan assets are reasonable. Here are some tips to know as it relates to understanding
Due to the increased frequency and severity of ERISA lawsuits, many employers, both large and small, should secure the protection of having fiduciary liability
Most plan sponsors, trustees, and investment committee members are neither ERISA nor investment experts, and so need the assistance of independent experts. Here
In 2019, 5.7% of Defined Contribution (DC) plans overall included company stock investments in their retirement plans, increasing to 13% for large plans and 34
Of all the responsibilities an investment committee will undertake, none is as important as the selection of investment options offered to plan participants.
If you’re not familiar with ERISA Section 404(c), here are some things you need to know:
- ERISA Section 404(c) allows you to be relieved from liability
There’s a lot of talk about having a formal Investment Policy. We think it’s in your best interest to have one and here’s why:
- A formal investment
Whether you have an established committee, or are looking to set up a new committee, here are some guidelines to follow when holding investment committee
If you read the last article in this series, [Why Consider Setting up An Investment Committee], you may have decided it’s time. Here are a few things to keep
As a 401k Plan Sponsor, there’s a lot to know and do as it relates to managing your company’s retirement plan.
As your plan grows in size, complexity, number
In today’s complex, high-regulated, and increasingly litigious world, as a 401k plan sponsor, you must ensure your 401k plan is effective and compliant. Having
