Fiduciary Forum
When the Plan Is Amended
Don’t forget to tell participants about changes to the plan!
Reported by Heather Bader, Summer Conley
Art by Joe Ciardiello, Portraits of Heather Bader (left) and Summer Conley (right)
To access this premium content, please sign up for a free account!
You Might Also Like:
How ‘Building Knowledge’ Differs From ‘Driving Action’
Experts explore education, communication, what works and what more is needed.
Benefits |
Experts Suggest Additional Year-End Plan Sponsor Considerations
Highlighted action items include planning for a new restatement cycle; anticipating guidance on alternative investments; and documenting decisionmaking.
Opinions |
Navigating ESG in Retirement Plan Investments: Fiduciary Best Practices Amid Regulatory Shifts
With legal standards expected to change yet again, plan fiduciaries must await regulatory clarity and continue their diligent evaluation and...
