Heritage Institutional-October Retirement Report

Each month, our Heritage Institutional team publishes the Retirement Report, which provides timely news and updates for plan sponsors and fiduciaries of defined contribution plans.  This month’s topics include:

  • “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q & A – Part II
  • ERISA Update
  • Establishing Your Retirement Plan Committee Charter
  • Summary Plan Description Reminder

To read the full report, click here.