February 23, 2021
Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that […]
February 23, 2021
Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will be […]
January 28, 2021
It’s important to remember that even financial experts at one point were financial newbies. Just like many of those starting out, they were trying to figure […]
January 26, 2021
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan shall […]
January 25, 2021
There is no question that COVID-19 has caused untold damage to your retirement plan. Whether you are a few years away from beginning to draw down […]
December 23, 2020
Yes! The primary purpose of a committee charter is to document overall plan governance. It is not dissimilar to how your Investment Policy Statement (IPS) acts […]