ERISA

News Letter

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If you’re a plan sponsor, (responsible for making decisions for your company’s 401(k) plan), there are several things that you...

The term “Fiduciary” comes from the Latin word “fiducia” which means trust. In 401(k) terms, a fiduciary is someone entrusted...

Did you know that as a plan sponsor, you could be held personally liable for the poor investment and allocation...

In the financial industry, the term “Investment Policy Statement” is used a lot – but what is an Investment Policy...