Trustees vs. Fiduciaries

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Representatives from our firm recently spoke at a seminar for…

Guidelines for Plan Consultants

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Many plan sponsors hire consultants to provide expert advice…

Double check the consistency of Summary Plan Documents

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A recent Supreme Court decision is a stark reminder for plan…

Minimizing fiduciary risk – part 2 of 2

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Thankfully, there are tangible actions you can take to manage…

Minimizing fiduciary risk – part 1 of 2

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Plan fiduciaries are increasingly accountable for the plans they…

3 ways to get added value from your EBP audit

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Once you’ve chosen the right auditor for your plan, you can…

4 questions to ask before you hire an EBP auditor

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The firm you hire to perform your EBP audit is important because…

Getting your plan ready for an audit — part 2 of 3

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Here are more questions from the IRS to ask yourself as you prepare…

ERISA proposing new definition of fiduciaries

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Recently, the Employee Benefits Security Administration announced…

Internal deadlines carry a high cost

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When you think about deadlines you need to meet, the initials…