How ERISA plan sponsors should respond to the new fiduciary rule
Tip for June 2017 Until now, a retirement plan participant’s transfer or rollover of their account balance to an individual retirement account (“IRA”) was, for the most part, off the grid of plan sponsors’ fiduciary management systems because...What if your ERISA plan’s CPA isn’t qualified?
Tip for May 2017 A recent study performed by the DOL found that a startling number of employee benefit plan audits were deficient. The DOL study also found that there was a “clear link between the number of employee benefit plan audits performed by a CPA and the...Has Risk Trumped the Pursuit of Excellence?
Tip for April 2017 Corporate risk tied to employee benefit plans is escalating, refocusing the pursuit of excellence from program features to risk management. Many businesses and nonprofit organizations are changing their risk management systems in an attempt to meet...Computer Automation Alleviates Fiduciary Risk
Broad in its reach, short on implementation specifics, and bristling with teeth, ramped up enforcement of fiduciary duty under ERISA has sent CFOs and HR executives scrambling to get a handle on how to ensure their organizations’ compliant oversight of...Contact us…
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