For Plan Sponsors: Exploring

Retirement Planning Thought Leaders

www.reish.com  The Fiduciary Duty to Avoid Conflicts of Interest in Selecting Plan Service Providers  

 

 

 

Knowledge@Wharton, The online research and analysis journal of the Wharton School of the University of Pennsylvania.  The goal is to disseminate business knowledge and insights to readers around the world.

 

Center for Retirement Research at Boston College, The goals are to promote research on retirement issues, to transmit new findings to the policy community and the public, to help train new scholars, and to broaden access to valuable data sources.

Consultant on ERISA litigation (C. Frederick Reish, shareholder of the law firm of Reish & Reicher), Click on the publications tab and select Report for Plan Sponsors and choose last 12 months for current and relevant information that plan sponsors will benefit from knowing.

Small 401K Plans Often Pay Big Fees Wall Street Journal article

Back to top

US Department of Labor Website (www.dol.gov)

Government Accountability Office

Private Pensions Fulfilling Fiduciary Obligations Can Present Challenges for 401 (k) Plan Sponsors 

This report is essential reading for Plan Sponsors.  It is well written, clear, detailed and extremely useful for a plan sponsor who wishes to understand their fiduciary responsibilities and where the Government is looking to hold plan sponsors accountable.

What is ERISA? (FAQ)

Employee Benefits Security Administration

EBSA's compliance assistance information will assist employers and employee benefit plan officials in understanding and complying with the requirements of ERISA as it applies to the administration of employee retirement, health and other welfare benefit plans.

Meeting Your Fiduciary Duties

Understanding Retirement Plan Fees and Expenses

Comparison chart of key features of company retirement savings programs

SEP Retirement Plans for Small Business

Reporting and Disclosure Guide for Employee Benefit Plans—A quick reference for certain basic reporting and disclosure requirements under ERISA.

Back to top

US Internal Revenue Service (www.irs.gov)

IRS Retirement Plans Community Site

The IRS Benefits Practioner Site

 

Back to top