Since actively managed funds have lagged index funds, does this case put their continued use in ERISA plans at risk?
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On the face of it, American Airlines seemed to follow its documented process. So, what did the company do wrong?
On the Road to Success, discovering the critical steps is often more important than the length of your stride.
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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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5 “Must Read” Articles for the 401k Plan Sponsor and Fiduciary
You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?