Introducing the Retirement Plan Supply Chain
Retirement plan sponsors are introduced to the U.S. Department of Labor’s supply chain management concept. This podcast describes how the fiduciary supply chain parallels current corporate practices…why new skills are needed…who is involved…and...Retirement Plan Audits are Under the DOL’s Scrutiny
Retirement plan audits have long been a routine task for ERISA qualified plans with over 100 participants, but recent industry developments are causing concern for plan sponsors. Guests from McConnell & Jones, one of the largest and most prominent accounting firms...GRC Strategies for Nonprofit ERISA Qualified Plans
Produced for the Nonprofit Executive Leadership Forum, this podcast provides a historical reflection of the pre-ERISA days of 403(b) plan management. Our guest expert examines how that history is contributing to the challenges currently facing the administrative teams...3(16) Services Can Hide under a Veil of Authenticity
An article published last week by Employee Benefit News titled, “Which type of fiduciary should plan sponsors hire?” compares the differing responsibilities of 3(16), 3(21), and 3(38) fiduciary providers. In short, the roles broke down as follows: 3(16) – Plan...Automating Fiduciary Compliance
Computerizing Fiduciary Controls is a New Business Reality for ERISA Plans Recent changes to ERISA make compliance with its fiduciary rules more challenging than at any time since its introduction in 1974. Many organizations that sponsor ERISA plans lack the needed...Contact us…
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