Investment Committee Solutions for Small Plans
Plan sponsors with no committees must still perform committee functions.
Tag: Fiduciary
(b)lines Ask the Experts – Will the DOL Proposal Make Me a Fiduciary? Part II
“I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to...
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PlanQuest Solution Supports Fiduciaries, Sponsors and Participants
The PlanQuest product released by MFP Strategies addresses the challenges and goals of fiduciaries, sponsors and participants.
Many Sponsors Unaware of Fiduciary Responsibilities
These sponsors tend to be less involved with their retirement plans.
75 Days Inadequate for Fiduciary Review, Groups Say
Sixteen industry groups are asking the Department of Labor (DOL) to extend the comment period on the fiduciary proposal.
Demographics Prompting Focus on Retirement Income
Changing workforce demographics are driving retirement plan policy and law.
Fiduciary Changes Still Hard to Grasp
The DOL’s proposed fiduciary rule is deeply complex and potentially very wide-reaching, one experienced ERISA attorney tells PLANSPONSOR, suggesting absolute...
(b)lines Ask the Experts – Will the DOL’s New Proposal Make Me a Fiduciary?
“As an employee benefits manager for a large nonprofit hospital, I work with our plan consultants to put together investment...
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New Partnership to Offer Qualified Plans
The partnership of an investment advisory firm and a human capital management company will provide fiduciary services to plans of all...
Too Soon to Assume the Worst About Fiduciary Rule
Plan sponsors and advisers should keep in mind the fiduciary rule language issued by the DOL is just a proposal.
Changes Plan Sponsors Would See With New Fiduciary Rule
Reading media reports about how the DOL’s new fiduciary investment advice proposal will affect adviser practices, plan sponsors may be...
Fiduciary Wording Invokes Storm of Comments
The DOL’s release of the reworded fiduciary proposal was a critical event for the retirement industry—so there was no shortage...
DOL Says Protection and Flexibility the Themes of New Fiduciary Proposal
Recognizing that the fiduciary standard applies to a myriad of highly specific circumstances, the DOL tried with its new proposal...
Fiduciary Rule Review Too Short, FSI Says
The Department of Labor has shared long-awaited rule language that will fundamentally impact the way plan sponsors work with plan...
Broad Strokes of New Fiduciary Rule Outlined by DOL
New rule language outlined by the Department of Labor will increase the number of advisers and brokers required to act...
DOL Says Today Is the Day for Fiduciary Rule Language
After years of waiting, the retirement plan industry will later today see a revised “consumer protection proposal” from the Department...
Calmer Perspectives on Tibble Fee Case
Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs....
Initiative Seeks to Help Participants Investigate Retirement Plans
A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, and he has launched a new initiative designed...
Real Estate Services Firm Settles Stock Drop Case
LandAmerica Financial Group will pay $5 million to settle claims it held company stock in its 401(k) plan when it...
DOL Announces Fiduciary Responsibilities Seminars
The Employee Benefits Security Administration announced locations, dates and registration information for a series of fiduciary responsibility seminars.