Participant Education is King
401K plans are perhaps the most popular retirement savings options for employees & employers in the United States. So it is imperative for plan advisors and sponsors to educate plan participants to avoid litigation and ensure compliance with ERISA, DOL, and other statutory regulations.
2021 PLANSPONSOR Best Practices Conference Summary: ERISA, Outsourcing, and Benchmarking
Plan sponsors have a fiduciary duty to ensure that their company's retirement plans are properly designed and managed.
How Continuous is Continuous? Reasons Quarterly Review is Not Enough After Tibble vs Edison
As a fiduciary to an ERISA plan a few years ago you could have been forgiven to think that you are not responsible for decisions that were made long before...Read More
How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty...Read More
5 Articles for your weekend reading list: August 3, 2018
Here are five suggested articles to read this weekend: 1. Cryptocurrency Comes to Retirement Accounts – While debate continues to rage over the efficacy of investing Bitcoin and other so-called...Read More
Top 5 Larkspur-Rixtrema Blog Posts for July 2018
Here are the most popular blog posts for the month of July 2018 from the Larkspur-Rixtrema team. Be sure to catch up on this month’s top articles: 5. Financial Advisor...Read More