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Should Your Retirement Plan Use a 3(21) or 3(38) Investment Fiduciary?
Understanding how 3(21) and 3(38) fiduciary arrangements differ can help committees align their governance structure with their desired level of investment oversight.
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When Is Delegating Fiduciary Responsibility the Right Move for a Committee?
As retirement plan responsibilities become more complex, many committees evaluate whether delegation could improve oversight and governance.
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What is the Real Difference Between Plan Administration and Plan Governance?
Understanding the difference between administration and governance is essential to reducing fiduciary risk and maintaining effective oversight.
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What Happens Behind the Scenes of a Well-Run Retirement Plan
A well-run retirement plan depends less on appearances and more on clear fiduciary oversight, defined responsibilities, and documented follow-through behind the scenes.