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.
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 »
Just when law firms thought it was safe to fish in the freshly-chummed waters of ERISA Fiduciary lawsuits – large or small, one U.S. District…
Plaintiff’s Counsel Team Found Jointly & Severally Liable Read More »
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 »
401k Fiduciary RFP responsibilities normally fall to the Retirement Committee members and other trustees. Retirement plan committees and fiduciaries should periodically benchmark their plan service…
401k Fiduciary RFP Helps Identify Favorable Outcome Practices Read More »
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 »
401k Plan Fees Are Important to All Participants 401k plan fees have a substantial impact on plan sponsors and plan participants alike. Most, but not…
401k Plan Fees Are Important to All Participants Read More »
How to Monitor 401k Plan Vendors How to monitor 401k plan vendors has grown to become a very confusing task for many plan fiduciaries. At…
How to Monitor 401k Plan Vendors: a Confusing Task Read More »
Plan Hardship Distribution Rules Change in 2019 by Alison Cohen Plan hardship distribution rules will change effective January 1, 2019 – for the better! Just…
401k Plan Fee Benchmarking services can pay for themselves in future cost savings. After a recent Fiduciary Training Program at Rice University, The Plan Sponsor…
401k Plan Fee Benchmarking is a Valuable Exercise Read More »
The Benefits of HSAs and How to Start a HSA Health Savings Accounts are gaining popularity allowing employees to save not for what will likely…
NIPA News: Benefits of HSAs and How to Start a HSA Read More »
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