Don’t Take Your Plan For Granted

The rules governing a fiduciary’s ongoing duties are not always intuitive, which can lead to misconceptions about about a plan sponsor’s continuing obligations to the plan and its participants. While similar fiduciary duties apply to defined benefit plans, this white paper focuses on particular issues related to participant-directed defined contribution plans. 

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Monitoring Your Service Provider

Many plan sponsors that have hired investment advisors, then feel the need to hire another independent advisor to report to its fiduciary committee on the compliance and...

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