Compliance May 17th, 2019 Advisers’ Leading Role in Cybersecurity It is important to ask what cybersecurity means to retirement plan service providers and fiduciary advisers—and what steps they can...
Client Service May 16th, 2019 AICPA Offers Best Practices for Benefits Record Retention The American Institute of Certified Public Accountants issued a plan advisory that reminds plan sponsors of ERISA record retention rules and also offers best practices for protecting personal...
Compliance News Legislative and Judicial Actions Fiduciaries Get Final Win in Disney SuitA federal appellate court has affirmed a lower court decision in a lawsuit against...
Products November 29th, 2018 Milliman Launches Account Lock Feature The solution allows participants to “lock down” their accounts to prevent any distributions or loans from being initiated.
Compliance July 26th, 2018 Cybersecurity Is RIAs’ Biggest Compliance Concern This is the fifth year in a row they have identified cybersecurity as their No. 1 concern.
fiduciary fitness Cybersecurity and Benefit Plans It is undetermined whether participants’ private data is protected