Fiduciary Focus
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Eight Reasons to Have an Investment Policy Statement for Your Retirement Plan | Fiduciary Focus SeriesJuly 21, 2020 | Blogs
A plan investment policy statement (IPS) is a written statement intended to provide a plan’s inves...
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Navigating the Plan Asset Rules: ERISA Plan Investment in Private Equity Funds | Fiduciary Focus SeriesApril 13, 2020 | Blogs
Pension funds subject to the Employee Retirement Income Security Act of 1974, (“ERISA”) serve as...
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Safe Harbor 401(k) Plans: Changes in the Face of Financial Uncertainty | Fiduciary Focus SeriesMarch 24, 2020 | Coronavirus Response Team
This alert focuses on whether, in the throes of the COVID-19 pandemic, plan sponsors can amend their...