2024 PLANSPONSOR National Conference On Demand
Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to...
Tag: retirement plan committees
PSNC 2024: Creating Committees of Excellence
Strong committees can serve both as a boon for participants and protection for audit and litigation risk, according to panelists...
How Should Plan Sponsors Stand Up a New Retirement Plan Committee?
Plan sponsors can find education and training for their retirement plan committees from several sources, but how best to build...
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.
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...
PSNC 2021: A Checklist for Your Retirement Plan Committee
It’s important to assemble the right people with the right tools to make a retirement plan committee as efficient as...
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...
Establishing a Retirement Plan Committee
Why plan sponsors need a committee, what committees do and who to appoint to a committee.
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.
The Importance of Extending Diversity to the Retirement Plan Committee
With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces.
Elements of Retirement Plan Committee Education
There are several elements to include for new retirement plan committee members, but ongoing education is also important.
Improving a Retirement Plan Committee Through Diversity
Today’s workforces are becoming more diverse both generationally and culturally, and retirement plan committees should match this trend to add...
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...