Fiduciary Governance

Six Easy Steps to Keep Plan Assets Safe in a Virtual World
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of their personal information. Participants need to be vigilant with their retirement savings accounts as well. In the past year we’ve seen a slew of  Read More →
Q4 2018: Fiduciary Hot Topics: How You Doin’?
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Grab your coffee and read on for the latest fiduciary fodder! DOL’s New Fiduciary Rule & the SEC’s Best Interests Rule – Hopefully they will Intersect This past March, almost 10 years after the “new” Fiduciary and Best Interest Contract (BIC) rules were first proposed, the Fifth Circuit of the U.S. Court of Appeals vacated  Read More →
Fiduciary Liabilities: What Are They? How Can They Be Mitigated?
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
“Risk comes from not knowing what you are doing.”-Warren Buffett Being an ERISA fiduciary may entail personal liability. In addition to making the plan whole for any losses resulting from a breach of fiduciary duty, a fiduciary may be required to disgorge any profits obtained in committing the breach, and be subject to “such other  Read More →

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