Posts in Fiduciary Advice
Defined Benefit Plans Are the New ERISA Litigation Targets

ERISA litigation doesn’t only target 401(k) plans and ESOPs. Here are some current lawsuits challenging defined benefit plan practices.

Read More
Do Your Participants Read Their Plan Documents? Why It May Matter

How long do participants have to sue for fiduciary breaches? The Supreme Court will decide.

Read More
Investment Advisers and Managers-Do You Know the Difference?

Carol was interviewed in this article on ERISA 3(21) advisers and 3(38) investment managers and why you should consider hiring them.

Read More
Fiduciaries, Could You Get Your ERISA Excessive Fee Case Dismissed? Lessons From the University of Pennsylvania Appeal

Good Practices to Defeat Excessive Fee Lawsuits

Read More
Why You Should Send Your Fiduciaries to School

Nobody is born knowing how to be a fiduciary, which is why learning how to best fulfill fiduciary responsibilities is so important.

Read More
IRS Allows Retiree Cashouts Again-Consider the Benefits and Risks

These issues should be on your radar screen if you are considering retiree cashouts.

Read More
The 2019 Intelligent Fiduciary Guide

Employee plan litigation is not going away. The all new 2019 Intelligent Fiduciary Guide contains contains Carol Buckmann’s most popular posts and articles on fiduciary issues and best practices.

Read More
It's Audit Time--Do You Know What Your Recordkeeper is Doing?

Plan administration needs to be a team effort. Understand and fulfill your responsibilities to avoid costly errors.

Read More