Hi, my name is Steff Chalk and I’m executive director of The Plan Sponsor University and 401ktv. I’m here today to talk about the role of the Chief Retirement ...

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 ...

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 ...

  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 ...

January 1, 2017 is a long way away.  Many 401(k) retirement plan fiduciaries (and investment committees) become intoxicated by the summer-slow-down occurring each year during the months of July ...

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 ...

  Great defined contribution (DC) retirement plan committees do not happen by accident. Like most things, they take planning and work. Arguably, having a functional committee that meets regularly ...

CAPTRUST, a noted plan advisory firm, lays out the wisdom from working with 1500 plans of all sizes of how to form and run effective ERISA fiduciary committees for ...