Beyond the Basics: When and Why a Second Retirement Plan Committee Makes Sense
Bigger organizations are more likely to need multiple standing or ad hoc groups to govern their plan or plans.
Tag: retirement plan committees
Maintaining Successful Committee Requires Continuous Education, Right People
A retirement plan committee should include a diverse range of individuals, as well as frequent fiduciary training and education, experts...
How to Teach Fiduciary Responsibility to Plan Committees
Where to find education and training, how often to meet and how to confirm members are prepared to serve participants...
Cambridge Health Alliance Retirement Plan Sued
Health care system 403(b) participant fees alleged to be too high in fiduciary breach case.
Benefits |
DOL Provides Cybersecurity Tips For Plan Sponsors, Participants
Workers should log-in to their recordkeeper’s website periodically to check online retirement accounts, the Department of Labor's Lisa Gomez advises.
PSNC 2023: Addressing In-Plan Annuity Reluctance
Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.
2021 Best Practices Conference: Managing Your Investment and Retirement Plan Committees
Experts discussed whether plan sponsors should have one or two committees, who should be on the committee(s) and the best...
Opinions |
Governance Basics Every Plan Sponsor Should Know
Mindy Zatto and Leslie Olds, with Strategic Benefits Advisors, discuss retirement plan committee structure and the importance of focusing on...
A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
The Value of Having a Retirement Plan Committee Charter
While not required by ERISA, attorneys say a committee charter is a best practice that can help a plan run...
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.
Elements of Retirement Plan Committee Education
There are several elements to include for new retirement plan committee members, but ongoing education is also important.
PSNC 2019: Best Practices for Your Retirement Plan Committee
Attendees of the 2019 PLANSPONSOR National Conference heard suggestions for the composition of retirement plan committees, what should be discussed...