Showing our Retirement Plan Checkup article library.
Showing entries with the topic “Fiduciary 101”.
19
Nov 2018Investment Selection and Monitoring Process: A Primer
The ongoing monitoring and selection of investment options are part of a plan sponsor’s fiduciary responsibility. There are many key points a plan sponsor should consider beyond cost and performance (which are important) to maintain a quality investment lineup.
Read more19
Nov 2018A Plan Sponsor’s Wellness Mission Spurs Retirement Plan Changes
Learn how Oklahoma State University identified the need for change through a wellness mission on its campus
Read more22
Aug 2018Case Study: College Streamlines and Simplifies Retirement Plan Offering
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.
Read more25
Jun 2018Distribution Confusion: The Difference Between Plan Types
Plan sponsor confusion over amending retirement plan distribution restrictions appears to be growing, particularly because some are finding that they are unable to amend their plan in the desired fashion due to IRS code restrictions on distributions. The confusion may reflect a lack of understanding…
Read more23
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.
Read more28
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 more