Retirement Plan Committee Duties Include Recordkeeping Services Oversight Retirement Plan Committees are responsible for the oversight of many retirement plan functions. Included in these duties is the responsibility for ...

Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer By Carol Buckmann Fiduciary responsibility has blurred-lines around the use of participant data. Can your vendors use participant data ...

Retirement Committee Education Can Meet Training Needs By Carol Buckmann Retirement Committee Education can prove to be a priceless asset for your company. Do you serve on your company’s ...

401k Plan Advisor Makes Dramatic Improvements 401k plan advisor services can be the difference in helping plan fiduciaries and retirement plan committees to maintain a strong retirement plan. Retirement ...

Structuring Retirement Plan Committee How to structure a retirement plan committee is a question upon which many small and medium-sized companies struggle.  Specifically, should the CEO of an organization ...

Plan Participant Data Ownership Creates Concerns Plan participant data ownership is a confusing topic for retirement plan fiduciaries. Plan participant data ownership is unquestionably a sensitive issue as an ...

401k Investment Committee Requirements Are Clear 401k investment committees have a fiduciary responsibility to regularly monitor and periodically evaluate the quality of a plan’s investment funds. However, the research ...

401k Retirement Plan Committee Meeting Topics 401k retirement plan committees face challenges at every meeting.  401k retirement plan committees want to do what is best for the plan participants ...

ASK THE LAWYER: Retirement Committee Education Can Meet Training Needs by Carol Buckmann Retirement Committee Education can prove to be a priceless asset for your company. Do you serve on ...

Retirement Plan Participants Unphased by Volatility by Steff Chalk Retirement plan participants invested in U.S. equity markets have been through a volatile year during the calendar year 2018.  With ...