Showing our Retirement Plan Checkup article library.
Showing entries with the topic “Fiduciary 101”.
23
Apr 2018Dissecting Retirement Plan Lawsuit Issues
The steady stream of retirement plan lawsuits filed over the past decade have plan sponsors of all sizes and organization types on edge.
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Mar 2018Understanding and Evaluating Retirement Plan Fees
Retirement plan fees have served as the centerpiece of the ERISA fiduciary breach lawsuits. Therefore, understanding the dynamics of retirement plan fees is critical for plan sponsors and fiduciaries.
Read more19
Jan 20182018 401(k) ERISA Retirement Plan Calendar
The 2018 401(k) ERISA Retirement Plan Compliance Calendar highlights the critical compliance deadlines for ERISA 401k(k) defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and th…
Read more19
Jan 20182018 403(b) Compliance Calendar
The 2018 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While we have covered all of the major dates, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for speci…
Read more22
Dec 201720
Dec 201719
Dec 2017New Year Resolution #1: Read and understand your plan documentation, and then read them again!
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Nov 2017Fiduciary Considerations When Adding and Reviewing Managed Accounts
Managed accounts offer retirement plan participants a personalized investment strategy based on their own individual situation. However, as plan sponsors review the benefits of adding managed accounts to their retirement plans, there are ever-present fiduciary considerations which must be addressed.
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Jul 2017Retirement Plan Fees: Top 3 Questions Answered
With retirement plan fees serving as the centerpiece of fiduciary breach lawsuits, it's no wonder that this is the leading topic of interest with retirement plan fiduciaries.
Read more23
May 2017Compliance Alert: Breaking - The DOL Will NOT Delay Fiduciary Rule
On May 22, in an Op-Ed Piece for the Wall Street Journal, Labor Secretary, Alexander Acosta, threw in the towel in his effort to delay the application date of the Fiduciary Rule. Barring any additional developments, the Rule will now become applicable, as scheduled, on June 9, though certain pr…
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