Clarifying the Fee Rule
Article The Employee Retirement Income Security Act (“ERISA”) contains a provision that a contract or arrangement for employee benefit plan services and the fees for those services are reasonable, the so-called “Fee Rule.” It is not well...Data Security
Article Data Security Policy is a Fiduciary Imperative It is reasonable to assume that finance and human resources executives consider protecting their employee benefit plans (“EBP”) participant data a vital duty. Questions remain unanswered, however,...Service Providers
Article Supply Chain Management Service providers to retirement plans are changing their stripes. That makes the job of selecting and monitoring them more challenging than ever. Every business uses an interconnected “supply chain” to create its...Essential Governance Policies
Article Written Governance Policies are Vital By outlining the measures to take when different situations emerge, having clear rules and procedures for ERISA-qualified retirement plans, as an example, enables fiduciaries to execute their duties efficiently and...GRC Framework
Article A Strategy for Employee Benefit Plan Management A critical legal duty accompanies the responsibility of employers to manage their employee benefit plan (“EBP”) complex fairly and safely. Tactics for managing the associated risks are not intuitive and...Contact us…
Maintain a sharp edge on your employee benefit plan management skills with membership in this executive-level community.
