fiduciary

Are Your Participants Experiencing a Fee Imbalance? Understanding Fee Levelization [Video]
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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 →
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 →

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