Stewardship Maturity in Human Resources
Article “Stewardship” is originally a Phoenician term and the root word for “trust.” Stewards oversee, properly manage, and protect other peoples’ assets. “Trust” became the root word for “fiduciary,” used today to represent something “held or founded in...Five Deadly Payroll Errors
WEBINAR Deficiencies in payroll operations continue to be a leading cause of violations of the Internal Revenue Code and the Employee Retirement Income Security Act. Payroll errors that affect retirement accounts are classified as breaches of fiduciary duty. The...What Qualifies YOU to be a Fiduciary?
Article How do employee benefit plan fiduciaries get that job? If you aspire for an appointment to serve on your employer’s committee that oversees its retirement, pension, and health plans, you are in a select company. In our experience as a risk...Modernizing Practices for Investment Fiduciaries
WEBINAR Excessive investment fees are risks that lurk in every retirement plan. It’s no surprise that fees have entered the crosshairs of class action lawyers. In today’s world, environmental, social, and governance (“ESG”) investing raise added legal questions for...How to Maintain Assurance
Article The Employee Retirement Income Security Act (“ERISA”) requires employee benefit plan (“EBP”) fiduciaries to act with prudence, but ERISA does not describe activities that meet the prudence standard. A careful examination of the...Contact us…
Maintain a sharp edge on your employee benefit plan management skills with membership in this executive-level community.
