fiduciary fitness PLANADVISER May/June 2015

EPCRS’s Makeover

How to use the IRS Compliance Resolution System

Reported by

Marcia S. Wagner

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Compliance

July 7th, 2026

The company argues that claims of underperformance should be judged against a meaningful, comparable benchmark.

Compliance

July 6th, 2026

The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.

Compliance

July 2nd, 2026

The Virginia lawsuit claims that plan fiduciaries kept a Nuveen fund that consistently trailed the S&P 500 for years.