The first step retirement plan advisers should take to avoid lawsuits is to educate plan sponsors on their role as a fiduciary and their need for insurance, according...
CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company headquartered in Great Bend, Kansas, has released its Investment Fiduciary Protection Program (IFPP).
Chartis has launched Fiduciary Liability Insurance Edge to address the fiduciary liability exposures facing companies, plans, executives, and employees.
When the Internal Revenue Service (IRS) put about 50 Form 5500 filings to the test recently, the plans filing the annual reports flunked on one major issue—buying enough...