fiduciary

Unraveling Plan Fees
You already know that a fiduciary must act solely in the interest of the plan participants, their beneficiaries and alternate payees to ensure that only reasonable expenses are being paid. The big question is: how do you know if plan fees contained within 408(b)(2) disclosures are reasonable? Benchmarking your retirement plan fees is a vital  Read More →
Summer Homework for Fiduciaries
As you bask in the glory of summer over the next couple of months, don’t forget the three Fs that define this cherished season — fun, fireworks, and fiduciary! While you’re enjoying the fruits of summer, don’t forget your fiduciary responsibilities! Ask yourself the following questions to make sure you are on top of your  Read More →
Changing Plan Providers: Moving Participant Investments
Once you’ve made the decision as plan sponsor and fiduciaries to move your organization’s retirement plan to a new recordkeeper, one of the following questions becomes what to do with participant investments. It’s very likely that the plan will have a new investment lineup when it moves to the new provider. As fiduciaries, you are  Read More →

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