| Finding the Formula for Growth |
| Positioning a firm for strong growth is about much more than simply adding an extra adviser or two. In many cases, a better option might be growth through outsourcing or investment in new technology—particularly for the investment management component of a practice.
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| Fiduciary’s Personal Property Among ESOP Damages Owed |
| The fiduciary was ordered to transfer the title to three vehicles and to provide information, including medical records, pertinent to a valuation of life insurance policies.
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| Assessing Cyber Security Risk for Benefit Plans |
| The ERISA Advisory Council observes that cybersecurity is a clear focus area for organizations with regard to ongoing business activities, but unfortunately benefit plans often fall outside the scope of proactive cybersecurity planning.
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| Recommendations Made to Support ERISA Account Consolidations |
| A report from the 2016 ERISA Advisory Council makes recommendations for facilitating auto-portability, communicating to participants about plan-to-plan transfers, and discussing the transfer of state-run retirement program accounts into ERISA plans.
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