Washington Update: Slow-Moving Fiduciary Rule Partially Delayed
Over the past decade, we’ve heard rumors of a new definition of “fiduciary” and saw the Department of Labor (DOL) issue proposed regulations, then withdraw those regulations, collect comments, reissue a new set of proposed regulations, and issue final regulations. President Trump called for examination of the final regulations, the effective date of the final  Read More →
Can I Send Participant Notices Electronically? A Brief Guide to e-Delivery
The number of notices and disclosures required to retirement plan participants has increased while methods to access information has changed drastically. Many people receive their news and information on electronic devices through apps and social media. What remains the same is the Department of Labor’s (DOL’s) guidance about permissible methods to provide notices electronically. There  Read More →
Selecting Fiduciaries and Their Responsibilities
Employers are not required to offer employee benefit plans as part of a compensation package, but they are an advantageous way to attract and retain employees.  Despite their usefulness as a recruiting and retention tool, employee benefit plans carry hidden exposure for your company. If employers offer benefit plans, those plans must comply with the  Read More →

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