Insights


Showing entries with the topic “Fiduciary 101”.

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23

Aug 2019

403(b) Retirement Plan Fee Litigation: An Update

With numerous universities and healthcare systems sued over retirement plan fees and breach of fiduciary responsibility since 2016, fee litigation has become an important topic for retirement plan sponsors.

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18

Mar 2019

403(b) Retirement Plan Fee Litigation: An Update

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.

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23

Jan 2019

2019 403(b) Compliance Calendar

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…

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23

Jan 2019

2019 401(k) ERISA Retirement Plan Calendar

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…

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