fiduciary

Changing Plan Providers: Moving Participant Investments
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
Once you’ve made the decision as plan sponsor and fiduciaries to move your organization’s retirement plan to a new recordkeeper, one of the following questions becomes what to do with participant investments. It’s very likely that the plan will have a new investment lineup when it moves to the new provider. As fiduciaries, you are  Read More →
Houston, We Have a Solution: Effective Investment Menu Design
Team SummitEmployer Resource Center, Plan InvestmentsComments are off for this post
Ultimately, the value a retirement plan advisor brings to plan clients can be measured by how successful the mission is, which in retirement plan terms is measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services and fees, and supporting plan fiduciaries are now standard  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 →

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