How can fiduciaries serve safely in their highly regulated role?
Article Knowledge is Vital The U.S. Department of Labor (“DOL”) has called for increased training for people who occupy the primary position of trust for employer-sponsored retirement plans. While a good heart is a desirable trait in fiduciaries,...Stewardship Maturity in Human Resources
Article Fiduciary Duty is a Multi-Cultural Concept “Stewardship” is originally a Phoenician term and the root word for “trust.” Stewards oversee, properly manage, and protect other peoples’ assets. “Trust” became the root word for “fiduciary,” used today to...What Qualifies YOU to be a Fiduciary?
Article How do employee benefit plan fiduciaries get that job? If you aspire for an appointment to serve on your employer’s committee that oversees its retirement, pension, and health plans, you are in a select company. In our experience as a risk...How to Maintain Assurance
Article The Employee Retirement Income Security Act (“ERISA”) requires employee benefit plan (“EBP”) fiduciaries to act with prudence, but ERISA does not describe activities that meet the prudence standard. A careful examination of the...Contact us…
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