Monthly Archives: March 2011

Benchmarking Your Advisor

Fact: ERISA plan fiduciaries have an obligation to determine whether they have the internal expertise in prudent plan governance or engage those who would be considered “prudent experts” to assist them in this area. These same fiduciaries have a further … Continue reading

Posted in Uncategorized | Leave a comment

Are you Meeting Your Obligations?

Fact: ERISA plan fiduciaries are personally liable in the event of fiduciary breach of duty. Each of the questions below are based on one or more fiduciary practices which have been fully substantiated by legislation, case law, and regulatory opinion … Continue reading

Posted in Uncategorized | Leave a comment