retirement plan
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Maintaining Your Recordkeeper Relationship
- November 21, 2018
- Posted by: Jeff Atwell
- Category: Resources
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A key element in Defining a Retirement Plan Standard of Excellence is plan governance. Plan fiduciaries should have a good understanding of the services being provided by all the service providers of the plan. There are some important areas to consider in regard to the recordkeeper providing services to the plan, such as compensation, fees, and evaluation of the plan.
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Plan Governance by Committee
- October 22, 2018
- Posted by: Jeff Atwell
- Category: Resources
We have reviewed a study by the Callan Institute which provided some very insightful information regarding governing plans by committee. Historically, the most successful plans have been governed by a committee or committees. Find out how different types of plans form committees that best meet their specific needs. Read these 10 insights for retirement plan governance by committee.
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The Role of Fiduciary Liability Insurance
- June 22, 2018
- Posted by: Jeff Atwell
- Category: Resources
We discuss the duties that plan sponsors retain in regard to ERISA qualified retirement plans and ERISA welfare benefit plans, whether you should outsource fiduciary responsibilities to a third party, and the role that fiduciary liability insurance plays in protecting you from potential litigation involving an ERISA plan.