fiduciary duty

Back to School for Fiduciaries
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Can you hear the bells ringing? (Or Zoom call dinging?) It’s that time of year to review your to-do list of fiduciary responsibilities. Fiduciary education is critical. Ask yourself the following questions to make sure you are on top of your responsibilities and liabilities. If not, it’s time to start studying! Are you practicing procedural  Read More →
Content & Frequency of Retirement Plan Committee Meetings
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Most committees wonder, “How frequently should we meet?” Larger or more complex plans usually decide that quarterly meetings are more than sufficient. However, smaller plans and those with minimal activity may be satisfied with only one or two meetings per year, so long as meetings occur with adequate frequency to handle items critical to properly  Read More →

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