Viewpoints about Fiduciary
-
What's a defined benefit plan?
Find out about the advantages and responsibilities associated with sponsoring a defined benefit pension plan.
Read more -
IRS guidance on SECURE 2.0 provisions—helpful but not everything we hoped for
Late in December 2023, the IRS released long-awaited guidance on SECURE 2.0. Read about the grab bag of direction provided under Notice 2024-02, which is meant to assist with the implementation of certain provisions.
Read more
-
What’s a QDIA—and is it required?
Your plan’s default investment option can affect your fiduciary liability and your participants’ retirement readiness. Discover how using a QDIA can help you address both.
Read more -
Understanding the DOL’s definition of an investment advice fiduciary
The proposed DOL Retirement Security Rule changes the definition of an investment advice fiduciary. Learn what this means for your participants.
Read more
-
How to use investment and account data to help create better investors
A look at where defined contribution plan participants moved their money during a sometimes turbulent period—as well as ways to gauge how your people are investing and help inform their future decisions.
Read more -
.jpg)
Fund mapping 101: options for defined contribution plan conversions
Get to know three ways of moving the assets from one plan provider to another and how to minimize disruption and even prioritize retirement readiness in the process.
Read more -
Proposed regulations on the use of forfeitures in qualified retirement plans and four best practices
Get clarification on timing and usage of forfeitures in defined contribution plans in light of the IRS’ proposed regulations on the “Use of Forfeitures in Qualified Retirement Plans."
Read more
-
Questions to consider for evaluating proprietary investment options
Find out why plan sponsors should look beyond the proprietary and nonproprietary investment labels when building their fund lineup—and what they should consider focusing on.
Read more -
What are some best practices for ERISA retirement plan fiduciaries?
The rules for retirement plan fiduciaries are set out by the Employee Retirement Income Security Act of 1974 (ERISA). We’ve outlined some key best practices to help fiduciaries navigate their plan governance, investments, operations, and other duties.
Read more
-
SECURE 2.0 tax credits: a way to compete with state retirement plans
Find out how the SECURE 2.0 tax credits can help financial professionals overcome the cost advantage of state-facilitated retirement plans and open doors in the small plan market.
Read more
