Apr 18, 20221 min readInterpreting Prudence and Loyalty Under ERISAERISA attorneys explain the meaning behind both terms and what plan fiduciaries can do to meet the requirements....
Nov 13, 20211 min readReducing DC Plan Costs During Financially Challenging TimesWhen a business needs to cut costs, one possible solution might be to reduce retirement plan costs. For this article, Plan Sponsor asked...
Mar 4, 20211 min readA Checklist for Retirement Plan CommitteesA Checklist for Retirement Plan Committees
Jan 20, 20211 min readThe Value of Having a Retirement Plan Committee Charter“The Department of Justice [DOJ] considers the procedures laid out in charters when determining penalties for fiduciary malpractice. If...
Nov 30, 20201 min readThe Basics of Terminating a DC PlanPlan Sponsor asked me about terminating retirement plans. This article provides a good overview to help navigate the detailed...