5 Results for: Fiduciary

Helping Plan Sponsors Steer Clear of Compliance Missteps


Many larger plan sponsors engage a third-party administrator (TPA) or recordkeeper to help them...

Fee Levelization


There are a number of actuarial calculations that take place in a fee-levelization arrangement, based on numerous variables, and a more nuanced understanding should be obtained...

It’s Never Really Free


Understanding fee arrangements within retirement plans is imperative for a plan sponsor. While there is a number of ways that an employer can pay for a retirement plan...

Ignorance Is Not Bliss for Plan Fiduciaries


For companies that provide a defined contribution retirement benefit to their employees, continuous plan management and administration are an ongoing responsibility, even when...

The Upside of the Fiduciary Rule


On April 6, 2016, the Department of Labor (DOL) announced its new rule expanding the definition of investment advice fiduciary under the Employee Retirement Income Security Act...