Strong Plan Committees Have Documentation, Flexibility
Experts at the 2024 PLANSPONSOR National Conference note some key tips for running successful retirement plan committees.
Tag: retirement plan committee
New 401(k) Litigators Use ‘More Credible’ Tactics in First Half of ‘23
Euclid Fiduciary’s mid-year litigation report finds fewer filings, as plaintiff law firms catch up on ’22, but new entrants using...
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...
Advisers Managing Heightened Retirement Plan Committee Turnover
With job turnover rates remaining high, advisers discuss how to manage retirement plan committee churn.
Trends
Hidden Positives
A 3(38) fiduciary can benefit retirement plans in more ways than the obvious.
Regulatory & compliance | education
Continuous Education
Plan committee members’ fiduciary training should never end.
ERISA vista
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first.
Common Mistakes Advisers Make That Should be Avoided
Experts outline several ways advisers can ensure they keep the loyalty of their clients.
Cover Story
A Careful Inspection
Advisers can help clients assess whether they’re fulfilling their role as fiduciaries.
How to Diversify Retirement Plan Committees
With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces and their retirement plan...
Micro Scope
Small-Plan Governance
Advisers can help with the functions of a committee—even a three-member one.
Fiduciary Fitness
The Extent of Obligation
New committee members need not look for breaches to repair.
