Benchmarking & Fees (ERISA, retirement plan)

Benchmarking and Fees associated with sponsor plans requires sponsors to ensure the reasonableness of fees (they must be usual and customary), and score the quality of funds and services provided.

The Most Important Decision 401(k) and 403(b) Plan Sponsors Make is Often Neglected

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ERISA (401k and 403b) plan sponsors have a fiduciary responsibility to perform their duties as a prudent expert yet realistically, most do not have the…

The Most Important Decision 401(k) and 403(b) Plan Sponsors Make is Often Neglected Read More »

American Workers Choosing Early Retirement Over Longer Career

American workers choosing an early retirement is a growing trend and concern.  Until recently, many Americans planned to work well into their 60s and 70s. …

American Workers Choosing Early Retirement Over Longer Career Read More »

Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer

Retirement Committee Education

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…

Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer Read More »

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