fiduciaries

The Six Types of Fiduciaries in Retirement Plans You Need to Know
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A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve in multiple fiduciary roles. Here is a brief overview of the categories of fiduciaries: Named Fiduciary This fiduciary should be named in the plan document and is considered the primary decision-maker for the retirement plan.  Read More →
Fiduciary Hot Topics – Winter 2022
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As we settle into the new year, we will continue to see plenty of new developments within the retirement plan landscape. Read on for a snapshot of current hot topics. Public Pension Plans Hope to Increase Returns by Taking on More Investment Risk through “Alternative Investments” Public pension plans today face a significant funding gap.  Read More →
Three Ways to Strengthen Your Retirement Plan Committee
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Retirement plan committees aren’t required by ERISA, but they can be extremely beneficial nonetheless — especially for larger plans. And if they’re constructed and operated appropriately, they can even help in the event a sponsor is sued. Depending on the size of the plan, some organizations split up committee responsibilities into investment oversight, administration, and  Read More →

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