PSNC 2024: I Survived an Audit
Hear about the experiences of plan sponsors that have been through IRS and DOL audits.
Tag: Investment Policy Statements
Managed Accounts and Financial Wellness Are Growing Plan-Sponsor Priorities
Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.
403(b) Plans Reach Record Participation Rates in 2022
While participation in 401(k) plans dropped in 2022, 403(b) plans saw increased participation rates, according to the Plan Sponsor Council...
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Illinois Secure Choice Board Approves Investment Policy Statement
The Board, or its designee, will review the investment performance of each investment option and underlying investment fund at least...
PSNC 2023: Non-Intuitive Ways to Be a Good Fiduciary
Besides following ERISA rules and frequent fee benchmarking, there are several non-intuitive processes plan sponsors should know, according to a...
Having an IPS Doesn’t Necessarily Increase Plan Sponsor Liability
A properly drafted investment policy statement can offer guidelines and protection for plan sponsors—if it is followed.
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...
Conrad Siegel Offers Tips for Retirement Plan Investment Lineups
Among other things, the consulting firm says investment committees should have stated goals, and retirement plan investment lineups should meet...
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.
PSNC 2018: The Importance of Educating Investment Committees
Two retirement industry professionals reviewed best practices for investment committee members.