Many human resources executives find themselves assigned to a committee that manages the investments in employee benefit plans like 401(k), 403(b), and company-funded pension plans. Seldom do HR leaders possess the academic background or experience of an investment professional, but that’s what fiduciary laws require. This podcast is intended to clarify the key issues that federal law and the courts expect plan fiduciaries to address and resolve with prudence.
Seldom do HR leaders possess the academic background or experience of an investment professional, but that’s what fiduciary laws require.
Human resources leaders who may feel out of their comfort zone when meeting with their investment-related employee benefit plan committee colleagues will gain confidence from the insights and tips offered in this episode.
Retirement plan fiduciaries are informed about the Rollover Advice Rule and how it impacts their risk culture. Ronald Hagan, Chairman of Roland|Criss’ Risk Standards...
High on the list of enterprise risk factors is the potential for damaging fiduciary litigation emanating from disregard for an employee benefit plan law...
According to Fidelity Investments, nearly one-half of the more than 1,200 retirement plans it surveyed may have new recordkeepers soon. Fidelity reported that the...
