Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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The CommonSpirit Health Decision: Fiduciary Risk Management Lessons for Plan Sponsors
The Prudent Investment Fiduciary Rules [Opinion] July 8, 2022 "[1] SCOTUS needs to expressly resolve this ongoing 'apples and oranges' debate once and for all, to expressly rule on the propriety of using index funds for benchmarking purposes.... [2] The whole 'fiduciary disclaimer clause' issue needs to be addressed. More specifically, the question of whether a plan sponsor breaches his fiduciary duties of prudence and loyalty to the plan participants by agreeing to an advisory contract that contains a fiduciary disclaimer clause." [Smith v. CommonSpirit Health, No. 22-5964 (6th Cir. Jun. 21, 2022)] |
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