Blog Archives

Employee Benefits Update: August/September 2016

This issue’s topics include: DOL fiduciary rule rocks plan investment advice landscape When the final version of the U.S. Department of Labor’s fiduciary standards rule for advisors to retirement plans was issued in April, the wait for the long-anticipated regulatory

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Posted in Employee Benefit Plans

Employee Benefits Update: June/July 2016

This issue’s topics include: DOL liberalizes views on economically targeted investments The U.S. Department of Labor (DOL) has reversed guidance it issued in 2008 with respect to retirement plans’ allocating funds to economically targeted investments (ETIs) that consider environmental, social

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Posted in Employee Benefit Plans

Employee Benefits Update: April/May 2016

This issue’s topics include: Plan fee benchmarking Key fiduciary considerations when reviewing plan fees Are the services a plan receives reasonably priced? Knowing the answer is a vital fiduciary duty. ERISA expects more from plan fiduciaries than simply shopping around

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Posted in Employee Benefit Plans