Sometimes it seems as though the list of entities with requirements of 403(b) plan sponsors is endless. In addition to…
Sometimes the rules regarding providing investment services and advice can be counterintuitive. For years, many institutions of higher education have…
The contentious history of the conflict of interest final rule on fiduciary investment advice, referred to as the Rule, began…
While not legally required by the Department of Labor, an Investment Policy Statement is widely held to be an essential…
Given the complexity of retirement plans, it’s not difficult for plan sponsors—whether new to the position, lacking formal training, or…
The list of universities sued under the Employee Retirement Income Security Act (ERISA) by allowing plan participants to pay excessive…
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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