Committees

Late Deferral Deposits: A DOL Hot Spot

Late Deferral Deposits

Late Deferral Deposits:  A DOL Hot Spot by Ilene Ferenczy Situation:  Jonathan, the head of his employer’s Retirement Plan Committee, makes sure that the salary deferrals removed from the ...

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Investment Committee: What Needs to be Pondered

Plan Participants

Investment Committee: What Needs to be Pondered. Plan Sponsors are charged with the responsibility to oversee investments in any tax-qualified Retirement Plan, including participant-driven 401k Plans When tasked with ...

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6 Common Retirement Plan Committee Pitfalls

Retirement Plan Committee Pitfalls

6 Common Retirement Plan Committee Pitfalls. Retirement plan committees are created with the best of intentions. Unfortunately, however, to paraphrase the inimitable Shakespeare, like true love, ne’er does their course ...

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Your Future Benefit Obligation May Surprise You

Future Benefit Obligation

Navigating the fiduciary requirements and expectations associated with overseeing a tax qualified retirement plan is no easy task.   Since many employees are thrust into their newly appointed fiduciary role ...

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Investment Committee + IPS = Best Practices

Investment Committee

At a TPSU program held at the University of Southern New Hampshire conducted by Adjunct Lecturer David Clayman from Twelve Point Wealth Management, the Chief HR Officer (CHRO) at ...

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Participants on a DC Plan Committee – Good Idea?

  Though most companies that sponsor a defined contribution (DC) plan like a 401k agree that they should have a Committee to run their plan, there is a lot ...

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