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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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Habits of Highly Effective Fiduciary Committees

committee meeting

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 ...

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