by Roland|Criss | Jul 17, 2018 | Retirement Plans
Tip for July 2018 Human resources managers are hampered by the lack of a regulatory standard for fiduciary best practices. But that doesn’t mean that a reliable framework of compliance ready guidelines doesn’t exist. Professional fiduciary procedures have...
by Roland|Criss | Jun 29, 2018 | Retirement Plans
We asked experts in our Risk Practice Group to reveal the questions most frequently asked by human resources managers about best practices for enterprises that sponsor retirement plans qualified under the Employee Retirement Income Act (“ERISA”). ...
by Roland|Criss | May 1, 2018 | Retirement Plans
Tip for April 2018 Many investment service providers represent themselves to be genuine, devoted partners to retirement plan sponsors – from their brands, to their marketing presentations, to their detailed, regular updates to clients. By all accounts, it appears that...
by Roland|Criss | Mar 29, 2018 | Retirement Plans
Tip for March 2018 Investment service providers work to accommodate business executives’ need for a smooth running retirement plan by offering several “fiduciary” services in a bundled, one-stop-shop package. From investment advice, to mutual funds,...
by Roland|Criss | Feb 28, 2018 | Retirement Plans
Tip for February 2018 The esoteric nature of fiduciary laws and regulations provides investment service providers with a distinct advantage when selling their services to corporate or nonprofit fiduciary committees. Of the most cerebral CEOs and executive committee...
by Roland|Criss | Jan 3, 2018 | Retirement Plans
It’s hard to imagine that a commanding general would try to guide an army without a battle plan. It’s equally unimaginable that a quarterback of a football team would not communicate with teammates on the field. It’s just as difficult to imagine that...