by Roland|Criss | Feb 1, 2017 | Retirement Plans
Tip for January 2017 Widespread conflicts of interest and overpricing by many investment firms that serve 401(k) and 403(b) plans have been uncovered by the U.S. Department of Labor (“DOL”). Many executives that manage those types of plans are...
by Roland|Criss | Dec 23, 2016 | Retirement Plans
Tip for November 2016 The executives who make procurement decisions for their organization’s retirement plans, and who are responsible for negotiating the best arrangements with their vendors, are typically experts in the field of finance or human resources....
by Roland|Criss | Nov 7, 2016 | Retirement Plans
Tip for October 2016 The U.S. Department of Labor’s (“DOL”) change in the definition of an investment fiduciary has ushered in a dramatic shift in risk management focus for chief financial officers and human resource executives. This article explores how the “old...
by Roland|Criss | Sep 28, 2016 | Retirement Plans
Tip for September 2016 The federal government issues new rules and changes existing rules at a dizzying pace. It would not be surprising to hear executives ask “so what” when they hear about the new Conflict of Interest Rule that targets 401(k) type retirement plans....
by Roland|Criss | Jul 12, 2016 | Retirement Plans, Uncategorized
A published set of uniformly enforced guidelines and specifications is the essential trait of a standard. Examples of published standards abound in many fields including technology, manufacturing, and healthcare. A ton of commentary has appeared in the retirement plan...