Showing our Corporate Retirement Insights article library.
Showing entries with the topic “Fiduciary 101”.
Show all >
Several lawsuits have been filed recently claiming that the use of outdated mortality tables led to lower retirement pension plan benefit payments. While these suits were filed against large corporate plan sponsors, they could have far-reaching consequencesRead more
More than 20 private universities and five healthcare systems have been sued over retirement plan fees since 2016, making fee litigation an important topic for retirement plan sponsors. We review the common claims of the suits and provide an update on the status of each.Read more
With the increased focus and litigation surrounding retirement plan fees, plan sponsors need to pay keen attention to any expenses paid from their retirement plan's assets to ensure they are permissible.Read more
The 2019 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 specific p…Read more
The 2019 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 there may be addi…Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
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 more
Learn how Oklahoma State University identified the need for change through a wellness mission on its campusRead more
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 more
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 more