Tricky Angles on Fiduciary Duty #2
Tip for June 2019 Operational assessments improve employee benefit plans and cut fiduciary risk Manufacturing, higher education, and healthcare are just a few of the industry sectors that have to comply with fiduciary rules. That makes a check up on your...Tricky Angles on Fiduciary Duty
Tip for May 2019 You’ve probably read articles about the legal and moral responsibilities that employers take on when they sponsor a retirement plan. When assigned by their employers to the role of fiduciary, many executives admit that their agendas continue to...Know Your ERISA Plan’s Cybersecurity Duty
To meet emerging cybersecurity standards as plan sponsors, employers need to understand some basic rules, specifically the Employee Retirement Income Security Act (“ERISA”). The U.S. Department of Labor (“DOL”) is developing cybersecurity...Payroll Breeds Trouble for Fiduciaries
The point at which a retirement plan and a payroll system intersect is a breeding ground for the most common violations of fiduciary duty. And they can be the most unwieldy to fix. Caution: The annual financial audit performed by a plan’s CPA won’t necessarily catch...Contact us…
Maintain a sharp edge on your employee benefit plan management skills with membership in this executive-level community.
