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Resources

Late Deposit of Contributions

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

The U.S. DOL's VFCP assists employers and plan officials in correcting certain breaches of fiduciary duties under ERISA. Learn More >

Cybersecurity

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

As stewards of sensitive financial and personal data, plan sponsors have a fiduciary and legal obligation to protect that information. Learn More >

DOL ERISA Fiduciary Changes

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

The DOL issued a new “retirement security rule” package that amended the five-part test for determining whether a person is an ERISA fiduciary by reason of providing investment advice for a fee. Learn More >

Why Are Administrative Policies Important?

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues

Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >

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