Meeting minutes are an important aspect of the fiduciary process. Learn what to include, what to skip, and about the risks of using AI to record committee meetings and minutes.
Tag: investment advice
Ingredients for “the Market”: Chips, Rockets, and No Profits
Explore how index construction has changed and why that change now carries real fiduciary weight.
Managing Investment Adviser Conflicts
Explore how common investment adviser compensation structures can create conflicts of interest that undermine retirement outcomes and increase fiduciary risk for plan sponsors.
Selecting Designated Investment Alternatives – Proposed DOL Rule
The Department of Labor’s proposed rule establishes a process-based safe harbor for ERISA fiduciaries selecting designated investment alternatives, emphasizing documented decision-making across six key factors to support prudence while expanding flexibility to include alternative assets.
When chaos reigns, stay boring with standard investing strategy
How your investment strategy can help you weather market and geopolitical chaos.
Float Income and Retirement Plan Administration
Who does float income belong to, and do plan sponsors’ fiduciary duties apply? Learn how plans often handle float income and check in on how it’s being handled in your organization’s plan.
Can a case be made for active management?
Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.
