Administration | January 2nd, 2024 Plan Sponsors Should Be Intentional When Adding Managed Accounts Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives.
Administration | June 14th, 2021 What Advisers Would Like Plan Sponsors to Better Understand Advisers wish fiduciary responsibilities were more top-of-mind for committees and that sponsors would better define what success means for their...
Compliance | February 7th, 2020 Remembering the Basics of Fiduciary Duties What ERISA retirement plan sponsors should know about their responsibilities as they make plan decisions or even outsource decisions to...
Administration | June 12th, 2019 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...
Compliance | June 29th, 2018 Fiduciary Responsibilities Seminar to Be Held in Miami Topics to be covered include: Understanding your plan and your responsibilities; carefully selecting and monitoring service providers; avoiding prohibited transactions;...
Compliance | May 24th, 2018 DOL Fiduciary Responsibilities Seminar Coming to Chicago in July The compliance assistance program will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.
Products | February 28th, 2018 Arnerich Massena Publishes Latest in Retirement Plan Best Practices Series “Monitoring your investment menu managers, your plan providers, and plan fees is an important part of your overall fiduciary responsibility,”...