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: retirement plans
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.
Francis & Client Awarded 2026 PENSIONS & INVESTMENTS EDDY for Outstanding Financial Wellness Program
Johnsonville and Francis win First Place Eddy award for their workplace financial wellness program.
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.
