In a simple but complete checklist, T. Rowe Price details all the duties of a plan fiduciary, along with guidelines on how to best complete them. The checklist includes areas like:• Roles and... Read More
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Litigation
BY NAPA Net Staff | 10/16/2012
By David J. Witz(Editor's Note: This article is reprinted with permission from the Fall 2012 issue of Plan Consultant magazine, published by the American Society of Pension Professionals and... Read More
BY Robert J. Rafter | 10/16/2012
By Robert J. Rafter and Dorann J. Cafaro[Editor’s Note: In light of a recent Wall Street Journal article about service provider fee disclosure, we thought it would be helpful to post the following... Read More
BY NAPA Net Staff | 10/15/2012
There are three practical lessons from the March 2012 decision in the case, Tussey v. ABB, as outlined by NAPA Net ERISA Conductor Bob Rafter:1. make Investment Policy Statements as broad as possible... Read More
BY Jason Roberts | 10/3/2012
By Jason C. Roberts and Kimberly Shaw Elliott, Roberts Elliott, LLPFinally, after months — potentially years — of preparation, diligent providers of services to retirement plans have completed their... Read More
BY NAPA Net Staff | 9/29/2012
By Sheldon M. Geller, Esq.Investment advisors need to protect 401(k) plan sponsor boards, corporate officers, and other plan fiduciaries from an increasingly active and ERISA-sophisticated bar.... Read More
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