Nuts and bolts
Maximize Plan Committee Meeting Times
Plan committee meetings are often the main face-to-face time that advisers have with their clients and are crucial times for...
Tag: ERISA fiduciary duties
EBSA Announces Three-Part Webinar Series on Fiduciary Duties
The webinars will cover retirement plans and group health plans.
Compliance News
Legislative and Judicial Actions
The DOL denies general support for private equity; the Supreme Court sends ‘Northwestern’ back to the appeals court; the PBGC...
Compliance Consult
Whether—and How—to Vote Proxies
DOL proposal could complicate this plan-fiduciary job.
Cover Story
A Careful Inspection
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
Compliance News
Legislative and Judicial Actions
SEC approves shareholder proposal, fiduciaries of Mutual of Omaha plan settle, and more.
PSNC 2018: Participant Advice in an Era of Fiduciary Uncertainty
Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule...