Retirement Plan Auditors that Dabble Create Risk for Plan Sponsors. Following a Fiduciary Education Program at the University of Georgia Terry College of Business, Bruce McFadden, a Certified Public Account, ...

Plan Audit Red Flags – Automation Plays Important Role. Immediately following a recent Fiduciary Education Program held at the University of Georgia, Bruce McFadden, a Certified Public Account, at ...

Should plan sponsors carry fiduciary insurance? With all the talk about the DOL’s fiduciary rule along with the rash of 401k lawsuits, committee members of defined contribution (DC) plans ...

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

Penalties Hit Erisa Plans In Spite of CPA Audits By Roland Criss. The Department of Labor (“DOL”) assesses significant penalties for an improperly filed Form 5500. Mistakes on an ...

Fiduciary Traps for 401k and 403b Plan Sponsors. A noted large market consulting firm developed a list of 8 fiduciary traps and tips for 401k and 403b plan sponsors which ...

ERISA Fiduciary Role Simplified for Plan Sponsors in Compilation With the dust settling around the hotly debated DOL fiduciary rule retirement plan sponsors need to get up to speed ...

Avoid costly penalties for late form 5500 filing. In addition to the many other local, state, and federal filings, businesses with benefits plans may be required to file an ...

From the founders of Waze which help drivers find the best routes with less traffic comes a new fee comparison tool that helps advisors determine if they should be ...

Retirement Plan Sponsors, and the fiduciaries who support the company retirement plans, have the difficult task of balancing among Plan Participant needs, Company needs, Advisor needs and Investment Provider ...