Getting Ahead of the Curve For Plan Sponsors
Getting Ahead of the Curve For Plan Sponsors More and more, people are considering the benefits of preventative medicine. An empowering tactic for many,…
ERISA Attorneys
Attorneys specializing in the Employee Retirement Income Security Act or ERISA, which is a Federal law that sets standards of protection for individuals in most voluntarily established, private-sector retirement plans.
Switching Your Advisor Could Be the Answer
Switching your advisor might be what your plan participants need! Nearly half of 401(k) plan sponsors are considering replacing their incumbent service providers. Switching your…
Participant Data and Privacy Issues for Advisors
I enjoy watching a good spaghetti-western, which normally includes an un-even “dust-up” somewhere in the middle. In these shows the under-represented side normally wins! The…
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HR Professionals Under SEC Spotlight
HR Professionals are in the sights of The Securities and Exchange Commission (SEC). The SEC may soon apply greater pressure on HR professionals when it…
Private Equity Guidance from the DOL 2.0
Private equity guidance is here. Or is it? Use of private equity within qualified plans has been an outstanding question for quite some time. Should…
403(b) Plan Participation Rates Reach Record Levels
403(b) plan participation rates increased during the Covid-19 pandemic. However, participant savings rates and employer contributions declined. Those are the headlines from the Plan Sponsor…
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Fiduciary Breach Claims Poised for Procedural Change
Fiduciary breach claims consume a tremendous amount of resources. Can mandatory arbitration between retirement plan sponsors and participants stem the tsunami of fiduciary breach litigation? …
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401k Fiduciary RFP Helps Identify Favorable Outcome Practices
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…
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Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer
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 Technology Tips Towards Data Integrity
401k Plan Technology Tips Towards Data Integrity 401k Plan Technology is foundational to decision-making for ERISA fiduciaries. Financial advisors can provide value to retirement plans…
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