Novel Coronavirus and Novel Opportunity for Fiduciary Review

There are so many titles floating around the retirement plan community that many plan sponsors have become numb to the differences and roles of their advisors. Clients of The Waterford Group utilize our services as an Employee RetirementIncome Security Act of 1974 (ERISA) § 3(38) fiduciary, and there is a reason we believe there is an important distinction that needs to be reinforced.

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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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