The Significance of a Signature
As I sit here reviewing an investment advisory agreement this morning on behalf of one of our ERISA 3(16) clients, I am reminded of the weight of a client’s duties – not just under ERISA – but under the obligations of the many vendor agreements they will sign on...On a scale from 1 to 10, how vulnerable is your retirement plan?
When faced with such a question, few plan sponsors – and the executives appointed to be Plan Administrators – seem able to answer it with any confidence. As fiduciary consultants we often find that those who feel positive about their status are likely to...Can ERISA go Organic?
In my work with retirement plan administrators and investment advisors, I often consider what is happening in the food industry across the United States. As the population grew, so did the need for more food – that would last longer – that would tolerate shipping and...Are We Sinking in a Sea of Conflicts?
A great article appeared today in BenefitsLink called Retirement Plans Often Rife with Conflicts of Interest. In it, the author, Johnathan Broadbent, expresses consternation about the increasingly complex responsibilities of the retirement plan sponsor amidst the...Contact us…
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