The Ever-Evolving Landscape of Erisa Lawsuits. A rash of recent class action lawsuits has rattled defined contribution (DC) plans across the United States. More than ever, there’s a clear ...

Your Plan’s Investment Professional -Eight Questions to Ask. As a plan sponsor, how do you know you’re working with the right investment advice provider? Employee Benefit News (EBN) offers a ...

401k Plan Sponsors Should Not Hire A Financial Advisor – Instead Hire an OCRO. 401k and 403b plans have traditionally hired a financial advisor to help with their plan ...

  401k Plan Sponsor Considers Re-Hiring a TPA After Going Bundled. There is great debate for smaller and mid-sized 401k and 403b plans about whether to “bundle” their services, ...

A recent Alliance Bernstein (AB) study found that nearly half (49%) of plan sponsors don’t consider themselves a fiduciary. However, under the Employee Retirement Income Security Act (ERISA), if ...

Cybersecurity and ERISA Retirement Plans: The Financial Consultant’s Role. Cybersecurity is top of mind for many businesses, but have consultants for retirement plans given the area sufficient consideration? After all, ...

Sponsors: Prepare to Pay New “Fidelity Fees” on Vanguard Funds. The retirement plan industry is in a dither because Fidelity has said it will charge new 401(k) plan clients with ...

Three Flavors of Retirement Plan Advisors. At Least For Now. Do you know the difference between non-fiduciary advisors, ERISA 3 (21) investment advisors, and ERISA 3 (38) advisors? Not ...

401k Plan Data – Can it be Hacked? – Ask The Lawyer. “My recordkeeper and other vendors secure our plan data.  Can I just trust that they are doing it ...

401k Plan Partners Improve Participant Outcomes. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Portland, Oregon at Marylhurst University. At the conclusion of the program Adjunct ...