plan fiduciaries

Final Regulations Regarding Fee Disclosures

The compliance deadline for the final regulations issued by the Department of Labor regarding the disclosure of fees and any related information by retirement plan service providers to plan fiduciaries is July 1, 2012. All plan sponsors and plan administrators … read more

EBSA: Final Rule on 401(k) Fee and Expense Disclosures

The Employee Benefits Security Administration (“EBSA”) recently released their final rule which is intended to provide better transparency of fees and expenses to 401(k) plan participants. Ultimately, this final regulation not only ensures that participants receive information about fees and … read more

Recent Court Rulings Involving 401k Plans

Plan fiduciaries understand that there are critical responsibilities related to the 401k plans that they oversee.  However, a review of recent court rulings can help reinforce the seriousness of those responsibilities.  Here are some recent court rulings involving fiduciaries oversight … read more

Investment Policy – What is it and What should be Included?

According to ERISA, all qualified company retirement plans have certain fiduciary responsibilities for managing the plan assets with the care, skill, prudence and diligence of a prudent expert and by diversifying the investments of the plan so as to minimize … read more


Finding information on employee benefit plans can be difficult and time consuming. As a service to our clients, and other interested parties who are involved in or in need of employee benefit services, we'll gather all of the information for you. We'll keep you up-to-date on the latest laws and regulations and we will even add our own personal insight into what else is occurring in the employee benefits world. We will provide these posts weekly and hope to get your input and feedback on the various topics. We will also share that feedback with others, as we find appropriate.

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