Video: Fiduciary Basics
This video is the first in The Excellent Fiduciary series. It covers in just over 2 minutes the scope of issues embodied in the role of an ERISA plan fiduciary.Automating Fiduciary Controls
ERISA fiduciary compliance is a huge undertaking, is easily misjudged, relies heavily on manual labor, and in most cases is undermined by a lack of documentation. Making use of an automated process for fiduciary duty can reduce costs for an ERISA plan and its...5 Causes of Excessive Retirement Plan Fees
Organizations that offer retirement plans such as 401(k) and 403(b) plans to their employees are being jolted to a harsh awakening. Class action lawsuits and plan audits conducted by the U.S. government reveal that fees paid by many plans to their vendors are...Upping the Ante on Conflicts of Interest
Regulatory changes over the years have deeply affected the management of corporate retirement plans. With each major change, the challenge of satisfying the rules becomes more complex for chief financial officers and human resource executives. A new focus on conflicts...Contact us…
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