by admin | Feb 22, 2020 | Retirement Plans
ERISA fiduciary compliance is a huge undertaking, is easily misjudged, relies heavily on manual labor, and in most cases is undermined by a lack of documentation. Making use of an automated process for fiduciary duty can reduce costs for an ERISA plan and its...
by admin | Jan 29, 2020 | Retirement Plans
We’ve studied the effect that adoption of a regulatory risk management (“RRM”) system has on enterprises that sponsor ERISA plans. Simply, the best fiduciary risk management designs originate backward from the outcomes sought. The most effective benefit plan...
by admin | Jan 29, 2020 | Retirement Plans
Many enterprises that sponsor retirement plans have learned the hard way that the U.S. Department of Labor is serious about enforcing ERISA’s principle for monitoring their plans’ vendors. Admittedly, it seems unfair of ERISA to introduce such a...
by Roland|Criss | Jan 1, 2020 | Leadership Forum, Retirement Plans
Since the Pension Protection Act of 2006 was enacted the Department of Labor has found massive procedural issues among retirement plans sponsored by non-profit organizations…the so-called 403(b) plans. How did that happen? Listen to the 17 minute...
by Roland|Criss | Jan 1, 2020 | Leadership Forum, Retirement Plans
The legal responsibilities of retirement plan fiduciaries constantly change. How do elite retirement plan executives meet the challenge of change? Roland|Criss reveals what plan sponsors should change in the way they oversee their retirement plans in 2015. Listen to...
by Roland|Criss | Jan 1, 2020 | Leadership Forum, Retirement Plans
Experts from the retirement plan sponsor community explore the changing landscape as it relates to healthcare, including healthcare trends’ impact on leaders and strategic area managers, financial and regulatory implications, and defining the pathway for the future....