Nov 11, 2025 | Benefit Plan Audits
Retirement plan fiduciaries face a complex framework of legal duties and liabilities. Insurance coverage, often overlooked, is crucial for compliance and risk protection. Under the Employee Retirement Income Security Act (ERISA), certain types of coverage are...
Sep 17, 2025 | Benefit Plan Audits
If your organization lacks an employee benefit plan oversight committee, establish one now to comply under the Employee Retirement Income Security Act (ERISA) fiduciary requirements and strengthen governance. The committee should ideally include senior leaders from...
Aug 13, 2025 | Benefit Plan Audits
Monitoring the investment options in your plan is a fiduciary responsibility under ERISA (the Employee Retirement Income Security Act of 1974). For those managing 401(k) or similar plans, conducting regular reviews of the investment lineup helps ensure that it meets...
Jul 22, 2025 | Benefit Plan Audits
Timely distribution of required plan notices is a critical component of fiduciary responsibility under the Employee Retirement Income Security Act of 1974 (ERISA). Notices such as Summary Plan Descriptions (SPDs), Summary Annual Reports (SARs), and fee disclosures...
Jun 27, 2025 | Benefit Plan Audits
Are You Reviewing Your Retirement Plan Fees Regularly? Here’s Why You Can’t Afford to Skip This Step What if you discovered that high fees were impacting on your retirement plan participants’ savings and potentially placing fiduciaries to liability for failing to act...
