Fiduciary Governance

Lost & Found: Locating Missing Participants
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
At one time or another all plan sponsors will likely be in the position of having to locate missing participants. This may be related to delivery of regulatory required communications, distributing of assets, or communicating fund changes to active and/or terminated participants. If the delivery of necessary communications is encumbered because a participant cannot be  Read More →
The Role of a Retirement Plan Advisor
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Plan Fiduciaries must act as prudent experts under ERISA, and are therefore held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Most prudent plan sponsors hire a plan advisor to help them adhere to ERISA’s rigorous standards and to meet their  Read More →
Are Your Participants Experiencing a Fee Imbalance? Understanding Fee Levelization [Video]
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
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Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among participants. This is a subject that generally had not been on the radar screen of many plan fiduciaries, but once identified, tends to generate  Read More →

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