Settlor Functions paid out of 401k Plan Assets Cause Fines and Repayments. Louis LiBrandi of the employee benefits accounting firm PKF O’Connor Davies explains the difference between settlor and administrative ...

Retirement Plan – It’s Never Really Free by Jeffrey Zielinski, CRPC®, CRPS® Understanding fee arrangements within retirement plans is imperative for a plan sponsor. While there is a number of ways ...

Don Trone Interview – Part 2: What Should Plan Sponsors Do Now? Now that the DOL’s Fiduciary rule has been vacated by a federal court, what should plan sponsors ...

Trone: Why DOL Fiduciary Rule was flawed and what 401k Plan Sponsors should be doing now. In an exclusive interview as part of our “FRED 401k Talks” series, Don ...

Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and ...

  Outsourced 401k Fiduciary Do you have Signed Service Agreements? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated ...

FIDUCIARY BREACH? WILL YOUR INSURANCE LEAVE YOU OUT IN THE COLD – ASK THE LAWYER by Carol Buckmann   “Won’t my corporate policies cover me if I have fiduciary liability?”  ...

Fiduciaries – New DOL Guidance a Reminder to “Do the Right Thing” Those ESG investments you’ve been hearing so much about? Turns out, they’re not such a great strategy to ...

Late Deferral Deposits:  A DOL Hot Spot by Ilene Ferenczy Situation:  Jonathan, the head of his employer’s Retirement Plan Committee, makes sure that the salary deferrals removed from the ...

DOL Rule Struck Down in Court: Will Fiduciary Standards Prevail? In case you haven’t heard the news yet: late last week, the Fifth Circuit Court put the kibosh on the ...