Tag: fiduciary insights

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Fiduciary Liability Insurance

Plan sponsors are often concerned with the prudence and process of obtaining insurance covering ERISA…

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Fees for 401(k) Services

Political candidates who don’t know the cost of a gallon of gas or a movie…

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Auditing Recordkeeper Statements — A Fiduciary Duty?

Adhering to prudent standards includes auditing quarterly statements from the recordkeeper. However, there is no…

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Plan-Level Rate of Return—Useful or Useless?

Many people use plan-level rates of return to determine the quality of an investment lineup.…

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When Participants Retire, Should Their QDIA Retire as Well?

Many retirement plan sponsors are increasingly recognizing the benefits of allowing retired employees to leave…

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Fixed Income: A Sinking Ship or Much Ado About Nothing

Time is a powerful modifier of perception and purpose. No need to look any further…

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Should You Rock Alternative in Your Lineup?

The term “alternative investments” may conjure images of classic automobiles, fine wine, rare art and…

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What’s the Difference Between a Direct and Indirect Rollover?

If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a…

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Net Investment Cost: Why it Matters for Plan Fiduciaries

Under the Employee Retirement Income Security Act of 1974 (ERISA), all expenses paid by a…

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IRS Reiterates Importance of Internal Controls in Retirement Plans

“Effective internal controls and annual reviews of your plan are essential ‘ingredients’ to prevent costly…

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