Showing entries with the topic “Fiduciary 101”.

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Dec 2015

Five Retirement Trends to Watch for in 2016

​With the holiday season upon us and the New Year fast approaching, it is time to consider what 2016 will bring for retirement plan sponsors. Here are five trends that we predict will popular with plan sponsors in the New Year:

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Aug 2015

It's That Time of Year Again for ERISA Plan Sponsors

It's that time of the year again for most ERISA retirement plan sponsors - time for Form 5500. In Although this year should be a relatively routine filing, there are some tips that will help to reduce errors and make the filing process easier.

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Jun 2015

The Top Ten Fiduciary Errors

With serious consequences for both you and your organization, fulfilling your fiduciary responsibility is essential. Michael A. Webb, shares some of the most common errors that fiduciaries make.

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Nov 2009

What is My Fiduciary Liability and How Do I Protect Myself?

Are you a fiduciary? Assuming you are, the next step is for you to sort through your fiduciary responsibilities, to determine where your liability begins and ends. To start this process, read through the following statements, and decide whether you think they are true or false.

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Oct 2009

Am I A Fiduciary?

While the concept of a fiduciary may be readily accepted in the qualified plan world, employers with 403(b) plans are not always aware of their own fiduciary status or obligations. For example, employers with non-ERISA plans often mistakenly assume that they lack fiduciary responsibility, when in…

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