Browsing Tag
ERISA
258 posts
TILT’s Jamie Greenleaf Joins the Center for Board Certified Fiduciaries
Jamie Greenleaf, Founder of TILT, joined the Center for Board Certified Fiduciaries (CBCF), a group of fiduciary experts…
Court Challenge to State-Sponsored Retirement Plans Fails
A challenge to the California Secure Choice Retirement Savings Program (CalSavers) by a taxpayer advocacy association failed last…
The Dilution of the Retirement Plan Fiduciary
In recent years, the term “fiduciary” has been tossed out like parade candy. Is my broker a fiduciary?…
401k Litigation Spike Spurs Trend in Fiduciary Outsourcing
If it seems like just about every week you hear about another lawsuit being brought against a 401(k)…
8 Mistakes to Avoid When Administering a 401k Plan
Between helping patients and running their businesses, physicians are incredibly hard-working individuals. My own advisor practice is dedicated…
4 Key Steps Plan Sponsors Can Take to Guard Against 401(k) Lawsuits
2020 turned out to be another landmark year in a growing trend of ERISA class action litigation involving…
6 Steps for 401k Fiduciaries to an Effective ERISA RFP
One of the most important responsibilities of plan fiduciaries is hiring the right service providers. These providers must…
Episode 19—What Now? Top ERISA Expert Fred Reish Sounds Off on ESG, Reg BI and More
Sponsored By: Fred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction…
4 Best Practices for Dealing with Missing 401(k) Participants
On the heels of last week’s long-awaited guidance about missing participants, released by the Department of Labor, the…
DAiM Launches ‘First ERISA-Compliant’ Bitcoin 401k Plan
Newport Beach, Calif.-based asset manager Digital Asset Investment Management (DAiM), which bills itself as the first licensed Registered…