The regulations and rules governing employer-sponsored retirement plans are typically complex and can be difficult to decipher. This is certainly…
Sometimes the number of entities with requirements for plan sponsors seems overwhelming. In addition to keeping participants well served and…
The conflict of interest final rule on fiduciary investment advice—AKA the Rule—drew its last gasp on March 18th, when the…
The Investment Policy Statement (IPS) provides well-defined criteria and principles that enable prudent oversight of the retirement plan, and consistent,…
Given the complexity of 401(k) and 403(b) retirement plans, it’s not difficult for plan sponsors to trip up. Whatever the…
Since 2006, a raft of lawsuits have been filed by participants in both 401(k) and 403(b) retirement plans. Large corporations…
by Dave Dacey Today’s ERISA Sunscreen Moment is like a change in the weather pattern for a heatwave that nobody…
By Trisha Brambley, Founder of Retirement Playbook, Inc.™ Today, 75% of Plan Sponsors use the services of an Investment Advisor…
By Ary Rosenbaum, Esq. The value of a good ERISA attorney is rooted in the fact that an independent ERISA…
by David R. Dacey, CPA Company A’s employee benefit plan is undergoing an independent audit of its financial statements. As…
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