fiduciary responsibility Archives

Three Trustee Actions During Market Volatility

Jenny Gartman, CEBS

10 Apr 202310 Apr 2023

Recent bank failures and resulting market volatility have captured headlines in recent weeks, and many individual investors reacted quickly. However, when it comes to fulfilling their fiduciary duty in the face of unexpected news, trustees should remain calm to avoid costly investment […]

Canada Employee Benefits Financial Education Financial Wellness Pensions

Protecting Pensions and ESG Risks

Tim Hennessy

04 Aug 202204 Aug 2022

As the global impact of climate change grows, environmental, social and governance (ESG) factors have become a core consideration for pension funds. ESG issues and concerns can no longer be relegated to debates among pension fiduciaries about values investing or investment returns […]

Defined Benefit (DB) Plans Defined Contribution (DC) Plans DOL Employee Benefits Pensions Retirement U.S.

DOL Guidance on Lost Retirement Plan Participants

Kathy Bergstrom, CEBS

28 Jul 202128 Jul 2021

The issue of what to do about lost or missing participants is a frustrating one for plan sponsors. These participants often have terminated participation in a plan because they took a new job. They may have even moved. Because these terminated participants […]

Employee Benefits Investments

8 Investment Questions Trustees Should Ask

Justin Held, CEBS

17 Jan 201717 Jan 2017

Taft-Hartley funds employ a number of investment professionals, including portfolio managers and investment advisors. However, final decisions are made by fund trustees, who are ultimately responsible for asking the right investment questions. Here are several to get you started. Denny Delk, a […]

Employee Benefits ERISA Multiemployer Regulatory Retirement

The No. 1 Reason Multiemployer Plans Fail a DOL Audit

Julie Stich, CEBS

21 May 2015

Last fall I had the opportunity, along with a few Foundation members, to meet with Ian Dingwall, Chief Accountant for the Department of Labor’s Employee Benefits Security Administration (EBSA). Mr. Dingwall’s team is responsible for making sure employee benefit plans are operating […]