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.