retirement

  • Plan Governance by Committee

    • October 22, 2018
    • Posted by: Jeff Atwell
    • Category: Resources
    No Comments

    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.

    Read More

  • The Role of Fiduciary Liability Insurance

    • June 22, 2018
    • Posted by: Jeff Atwell
    • Category: Resources
    No Comments
    insurance policy

    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.

    Read More