Unraveling an ERISA 3(16) Plan Administrator’s Duties
Talking Points About the 3(16) Role: Key Facts You Want to Know With the ever-changing responsibilities of the retirement plan management role (including those associated with the most recent fee disclosure rules), plan sponsors and their advisors have been asking:...The “Fiduciary” Fad: Can Anyone Be a Fiduciary?
With increased regulatory pressure from the Department of Labor, and seemingly ever-growing responsibilities for retirement plan sponsors, it’s no wonder that “turnkey” fiduciary solutions are popping up everywhere. But what risks do these newfangled “fiduciaries”...“Starter Plan” or Non-Starter Idea: Obama’s “MyRA” Proposal
In President Barack Obama’s State of the Union Address on Tuesday night, he introduced a proposed “MyRA” retirement savings account that would invest in government bonds, providing a “starter plan” for workers who do not have access to a 401(k) plan. Once workers’...Update on Fiduciary Standard for Endowments and Foundations
The Charitable Trust Leadership Forum, which is sponsored by Roland|Criss, will convene in December in order to consolidate members’ comments on the need for updates to the Fiduciary Standard for Endowments and Foundations.Contact us…
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