Top Resources
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Featured Guide
Understanding Discretionary Trustee Services
A high level overview of discretionary trustee services, how they work and why some plan sponsors choose to use them.
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Plan Sponsor Guide
Fiduciary Role Comparison Guide
Understanding the practical differences between a Discretionary Trustee, 3(16), 3(21), and 3(38) fiduciary roles
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Retirement
What Happens Behind-the-Scenes of a Well Run Retirement Plan
A look at roles, responsibilities, and oversight that support effective retirement plan management.
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Benefits
Employee Benefit Communication Checklist
A step-by-step checklist to reduce complexity while delivering clearer, more effective employee benefits.
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Investment
Quarterly Investment Review Checklist
A practical framework retirement plan committees can use to guide quarterly investment oversight.
Featured Articles
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What Happens If a Retirement Plan Committee Doesn’t Meet or Document Decisions?
If a retirement plan committee does not meet regularly or document its decisions, it can be difficult to prove that fiduciary oversight actually occurred during a Department of Labor inquiry or audit.
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What Should a 401(k) Committee Review Each Quarter?
Most 401(k) committees meet every quarter and assume that's enough. The strongest committees review the same four things each time: investments, service providers, compliance, and follow-through.
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What Are the Real Risks of Self-Funding a Health Plan?
Self-funding can reduce health plan costs, but it also shifts claims risk, stop-loss considerations, administrative oversight, and compliance responsibilities directly to the employer
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Can Plan Sponsors Be Held Personally Responsible for 401(k) Plan Mistakes?
Personal fiduciary liability is one of the least understood parts of serving on a retirement plan committee, and one of the most important.
