retirement
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Plan Governance by Committee
- October 22, 2018
- Posted by: Jeff Atwell
- Category: Resources
No CommentsWe 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.
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TRG has been a key partner in the UBMD Family Medicine 401k plan for over 12 years, providing assistance with fiduciary and investment services. The TRG team has always provided us with excellent advice, guidance and customer service. Any one of them will make themselves available to you whenever needed. We are very thankful for their help and support!