ERISA Co-Fiduciaries

A plan fiduciary is defined under ERISA Section 3(21) as an individual that: 1) has discretionary authority or control with respect to management of the plan or disposition of plan assets; 2) renders investment advice for a fee; or has discretionary authority or responsibility for the administration of the plan.

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…

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Retirement Plan Compliance An Important Issue

Retirement Plan Vesting

Retirement Plan Compliance An Important Issue Retirement plan compliance is something that’s top of mind for many fiduciaries and plan sponsors, especially this time of…

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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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401k Employee Communications for All Employees

401k Employee Communication

401k Employee Communications for All Employees 401k Employee Communications is not an easy function for any human resources professional, CFO or plan fiduciary.  Making it…

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