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...
Tag: ERISA fiduciary responsibilities
SEC Case Highlights Why Fiduciaries Should Be Cautious About Crypto
Kraken filing should be "a clear warning" to retirement plans to consider if offering crypto investments is "prudent," Wagner Law...
Employers Have Enhanced Well-Being Programs, Not Added Annuities
Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.
Benchmark Properly for Access to Alternatives
After precedent-setting decisions, plan sponsors may have a clearer road ahead for incorporating alternative investments in defined contribution plans.
DOL Announces Fiduciary Responsibilities Webcast Series
The three-part series will cover how ERISA applies to employer-sponsored retirement and health plans and offer information about avoiding common...
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Tool Helps Plan Sponsors Keep Track of Their Fiduciary Duties
The FORT tool helps plan sponsors understand what fiduciary responsibilities they retain when they delegate some duties to an adviser...
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.
DOL Fiduciary Responsibilities Seminar Coming to Detroit and Delaware
They are designed to increase plan sponsors’ and advisers’ awareness and understanding about basic fiduciary responsibilities when operating a retirement...
DOL’s Next Fiduciary Responsibilities Seminar Heading to Portland
In addition, the agency is holding a three-day webcast series in March.
DOL Announces Fiduciary Responsibilities Seminar in San Diego
In addition, the agency has announced a “Getting It Right – Know Your Fiduciary Responsibilities” three-day webcast series.
DOL Clarifies Fiduciary Roles in Auto-Portability Solution
The agency says plan sponsors have fiduciary responsibility for selecting and monitoring Retirement Clearinghouse’s Auto-Portability Solution, but once assets have...