fiduciary

Top Re-Enrollment Misperceptions [Infographic]
Team SummitEmployee Outcomes, Employer Resource CenterComments are off for this post
How long ago did your longest-employed 401(k) plan participant select their investments and allocation? A few months ago, or perhaps a few years? Do you know? Many employees tend to select their investments and allocation upon initial enrollment and then “set it and forget it”, not revisiting their selections as they age or as major life  Read More →
Are Your Participants Experiencing a Fee Imbalance? Understanding Fee Levelization [Video]
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
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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
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
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 →

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