Why 401(k) Committees are Mulling Over IRA Rollovers
The new ERISA Conflict of Interest rule specifically targets IRA rollovers from retirement plans. The rule makes the recommendation of a distribution of a plan participant’s money to an IRA (a rollover) a fiduciary act. The potential impact requires proper...Four Key Trends in ERISA Process Outsourcing
Outsourcing ERISA retirement plan services has been around for decades, but recent industry developments have translated into new strategies for plan sponsors. The chairman of Roland|Criss’ Fiduciary Standards Committee discusses key trends every CFO and human...3(16) Services Can Hide under a Veil of Authenticity
An article published last week by Employee Benefit News titled, “Which type of fiduciary should plan sponsors hire?” compares the differing responsibilities of 3(16), 3(21), and 3(38) fiduciary providers. In short, the roles broke down as follows: 3(16) – Plan...Automating Fiduciary Compliance
Computerizing Fiduciary Controls is a New Business Reality for ERISA Plans Recent changes to ERISA make compliance with its fiduciary rules more challenging than at any time since its introduction in 1974. Many organizations that sponsor ERISA plans lack the needed...Contact us…
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