Topical News

October 2017

6 Dangerous Fiduciary Assumptions

5 Things People Get Wrong about ERISA Fidelity Bonds

What New Disclosure is Required During the Transition Period

March 2017

All ERISA Worlds are NOT the Same

February 2017

Monday, February 20, 2017 is President’s Day and a bank and market holiday.  Any ACH transactions or trade requests will be processed with a February 21, 2017 effective date.

January 2017

“Concepts You May Not Be Aware of As A 401(k) Plan Sponsor” – from Ary Rosenbaum, Esq.

December 2016

“What Might Un-levelize Level-fee Fiduciaries” – from NAPA site

“Take Advantage of These 6 Low Hanging Opportunities” – from National Association of Plan Advisors (NAPA)

“DC Plans Use Passive Investments for Fiduciary Ease” from Plan Sponsor.Com

“Things That Won’t Help a Retirement Plan Sponsor Limit Their Liability” – by Ary Rosenbaum, Esq.

November 2016

“Don’t Get Burned – 6 Things 401K Fiduciary Items to Closely Watch” – from 401K Specialist

September 2016

What the DOL’s Final Fiduciary Rule Means for Plan Committees by Marcia S. Wagner