Often a fund manager personnel change serves as a trigger to put a fund on a watch list, but recent Morningstar research provides evidence this might not be necessary.
Safe harbor provisions protect employers from liability. That’s one good reason to understand them.
Two fiduciary compliance experts highlight the mistakes plan sponsors are making that can land them in hot water under ERISA—some common and others more obscure.
DB plan sponsors making additional cash contributions to fund their plans should consider locking in those funding gains to reduce the amount of operating cash they allocate to their plans in the future.
Tax-reform may target the incentives to save in DC plans.