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...The Investment Policy Audit
Article An Investment Policy Statement (“IPS”) can provide a vital map to the continuing success of a retirement plan qualified under the Employee Retirement Income Security Act (“ERISA”). An IPS sets the parameters for how the plan undertakes...Contact us…
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