Committees

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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Investment Committee: What Needs to be Pondered

Investment Committee

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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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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Company Moves to Grass Roots Investment Committee

Most investment and benefit committees for defined contribution (DC) plans like 401(k)s and 403(b)s are run by high level executives with an occasional mid-level manager or participant getting a ...

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