ERISA (Employee Retirement Income Security Act) is a federal law that sets standards for most private industry retirement plans: including 401(k) plans, 403 (b) plans, defined benefit plans, and profit-sharing plans. ERISA requires plan sponsors and other fiduciaries to act prudently and solely in the interest of plan participants and beneficiaries. Learn the critical elements… Continue reading Understanding ERISA Fiduciary Duties (Webinar)
Category: Plan Fiduciary Insights
Custom Target Retirement Date Strategies
Are custom retirement date strategies better than off-the-shelf solutions?
Plan Sponsor Best Practices for Managed Accounts
To help with this decision, plan sponsors may consider offering managed accounts. When does this offering make sense?
Due Diligence Process for Managed Accounts
From fees to data privacy, learn what you need to know about the managed accounts due diligence process.
