We specialize in providing fiduciary oversight, advice, and guidance for your retirement plan and its investment offerings through our fiduciary risk management services.
An often unaddressed area of risk exposure for an organization is its retirement plan. Protect your firm’s reputational risk and fiduciary liability by partnering with a co-fiduciary who is an expert in retirement plan governance, oversight, and management.
Latest Posts
Are Paid Sick Leave Policies Subject to ERISA?
As of this writing, seven states, the District of Columbia, and more than 25 cities and counties have passed paid sick (and often, family) leave laws. However, 14 states have banned cities and counties from adopting such laws.
The Long and Winding Road that Leads to the “New” ERISA Fiduciary Rules has Another Detour
Back in 2010, when I was an attorney in private practice at Bond, Schoeneck & King PLLC, an investment advisory firm that was a client of mine asked me what they needed to do to comply with the newly released Department of Labor proposed rules to change the 1975 ERISA fiduciary rules.
Prevailing Wage Plan: Employee Success Story
My last blog entry featured the success story of one of our heavy highway construction company clients. This time I want to focus on the success of one of our client’s employees.
