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week ending December 18th, 2020
PLANSPONSOR strives to offer information that is helpful to anyone who works in a plan sponsor role—from the most experienced to new staff. That’s why, in addition to articles regarding the latest developments, we regularly produce articles about the basic components of plan administration and compliance. In this edition of PLANSPONSOR Weekend, you will find a sampling of the 'basics' education articles we produced this year.
Editor's Choice
Investing
Steps for Creating an Effective IPS
While not required, a road map for investment selection and monitoring is a best practice, and sources now say the more detailed, the better.
Compliance
Remembering the Basics of Fiduciary Duties
What ERISA retirement plan sponsors should know about their responsibilities as they make plan decisions or even outsource decisions to others.
Administration
What to Know About DB Plan Administration
Plan sponsors should understand the components of administration, the interplay of providers and on what duties sources say sponsors are falling behind.
Compliance
Recent Acts Will Require Plan Amendments
Retirement plan sponsors will need to be aware of select modifications depending on their plan type, as well as key deadlines to follow.
Compliance
Advisers Can Spearhead Retirement Plan Committee Setup and Training
Plan sponsors can trust advisers to help with committee decisions and training and expect input from ERISA attorneys.
Popular Reads
Compliance
DOL Offers Guidance for Locating Missing Participants
Guidance in three parts offers suggested processes for DC plans and DB plans and reveals errors DOL staff should look for.
2020 Recordkeeping Survey
Administration
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take if they decide to move from a single-employer plan to a pooled employer plan.
Deals and People
Marty Walsh Will Be Nominated as Secretary of Labor
Apart from potentially reversing course on fiduciary rule-related regulations, there are many other areas where sources suggest the next DOL Secretary could drive significant changes.
Investing
Deciding Whether an Annuity Is Right for Your Plan Participants
Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if so, which types of annuities meet those needs.
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