Compliance | October 3rd, 2023 NAGDCA Publishes Fee Guide for Sponsors The guide covers the pros and cons of various fee and fee structures.
Compliance | September 1st, 2023 Congressional Republicans Oppose DOL Proposal of New Fiduciary Rule A notice of rulemaking has not been issued yet, but Republican leaders are already discouraging the Department of Labor from...
Products | February 10th, 2023 Morningstar and PAi Partner on ESG-Driven Pooled Employer Plan Recordkeeper PAi will run a PEP backed by Morningstar’s ESG overlay, with the firms citing the recent DOL ruling that...
Administration | November 12th, 2021 2021 Best Practices Conference: Outsourcing and What to Expect From Providers Experts discussed the types of outsourcing available to plan sponsors, from basic 3(16) administration services to full discretionary 3(38) investment...
Administration | September 15th, 2020 The Plan Sponsor Time Crunch With so many recent disruptions to what was ‘business as usual,’ how can plan sponsors ensure their retirement plan gets...
Compliance | June 11th, 2019 PSNC 2019: Understanding 3(16) and 3(38) Fiduciary Outsourcing Good candidates for outsourcing include plan sponsors who want to spend more time focused on plan design innovation and tracking...
Administration | January 8th, 2019 403(b) Plans Improving Governance Practices Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
Administration | December 7th, 2017 More DC Plan Sponsors Looking to Outsourced Fiduciary Services The DOL fiduciary rule, though not yet fully implemented, is providing a tailwind for this trend, Cerull Associates says.