"[Attorney Jamie Fleckner] recommends that fiduciaries make sure the plan document is 'consistent with what company and fiduciaries are looking for.' Fiduciaries should look holistically at the document, and 'if you want to offset, either mandate that or allow that.' ... [Attorney David Levine] makes a similar recommendation. Sponsors should look at their documents and evaluate their process to see if the two align."  MORE >>