Fortified Decision-Making – Structure your plan committee meetings for success

March 30, 2017October 4, 2019 ~ RPAG

Defined contribution (DC) plan committees face increasing scrutiny on the myriad of decisions they make for their respective plans. During quarterly committee meetings, it’s no longer enough to run through an agenda of basic responsibilities; now, more than ever, leading plan committees recognize that they need to address all of the issues that they are … Continue reading Fortified Decision-Making – Structure your plan committee meetings for success

Complying With ERISA 404(c)

January 4, 2017October 2, 2019 ~ RPAG

According to ERISA, plans intending to comply with 404(c) must provide that participants: Have the opportunity to choose from a broad range of investment alternatives (which are adequately diversified); may direct the investment of their accounts with a frequency which is appropriate; and can obtain sufficient information to make informed investment decisions. The plan sponsor … Continue reading Complying With ERISA 404(c)

Complying With ERISA 404(c)

Plan Expenses, Plan Demographic, Plan Services, Participant Communication

May 5, 2016October 4, 2019 ~ RPAG

Complying With ERISA 404(c)

October 14, 2015October 4, 2019 ~ RPAG