If plan sponsors are working with the appropriate plan fiduciary, then an ongoing review of the fund’s performance, fees, and underlying risk should be part of their ongoing process
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Do you think the nature of those interests have changed since the plan was originally created? Has plan design changed accordingly?
Regulators tend to focus on the measurable, not the meaningful. What may or may not have relevance in the court of law speaks volumes in the court of common sense.
Christmas week reveals a not-so-secret wish list that has class action attorneys salivating. Meanwhile, the industry attempts to stall the DOL’s implementation of the new Fee Disclosure Rule.
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Government Resources
- DOL: elaws – ERISA Fiduciary Advisor
- DOL: Fiduciary Education Campaign: Getting It Right – Know Your Fiduciary Responsibilities
- DOL: Getting Ready for Changes In Filing Your Plan’s Annual Return/Report Form 5500
- DOL: Meeting Your Fiduciary Responsibilities
- DOL: Reporting and Disclosure Guide for Employee Benefit Plans
- DOL: Selecting An Auditor For Your Employee Benefit Plan
- DOL: Selecting And Monitoring Pension Consultants
- DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan
- DOL: Understanding Retirement Plan Fees And Expenses
- DOL: What You Should Know About Your Retirement Plan
Info for Professionals
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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 1/24/14
DOL aims its sites, is the brokerage model going extinct? and the problems with bonds