On March 10, 2022, the Department of Labor’s Employee Benefits Security Administration (EBSA) released compliance guidance that cautions plan fiduciaries to exercise extreme care before they consider adding a cryptocurrency… Read more >
Jenny Lucey, CEBS
April 28, 2022
Employee Benefits401(k), 401k, cybersecurity, employee benefits, fiduciary, financial education, financial wellness
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As the safekeeper of plan assets, custodians are among the service providers that multiemployer benefit plan trustees have a fiduciary duty to monitor. Yet plan custodians are not discussed as… Read more >
Kathy Bergstrom, CEBS
May 24, 2021
Employee Benefits, ERISA, Investments, Multiemployer, Regulatory, Retirement, U.S.ERISA, fiduciary, investments, multiemployer trustee boards, plan custodian, plan sponsors, retirement plans, trustee
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The definition of a fiduciary under ERISA has fluctuated in the past decade. In 2016, the Department of Labor (DOL) issued a rule redefining the meaning of the term fiduciary… Read more >
Jenny Lucey, CEBS
September 28, 2020
Employee Benefits, Investments, Retirement, U.S.DOL, ERISA, fiduciary
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Running an effective apprenticeship program requires the management of a wide variety of key stakeholders. Navigating this complicated landscape and avoiding potential pitfalls have long been concerns of these contacts…. Read more >
Justin Held, CEBS
April 24, 2019
Apprenticeship Programs, Employee Benefits, Multiemployerapprenticeship, ERISA, fiduciary
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I recently provided information to some International Foundation members who asked about the different types of fiduciaries, and you might be wondering too. Retirement plan fiduciaries manage the plan and… Read more >
Jenny Lucey, CEBS
February 11, 2019
Employee Benefits, ERISA, Retirementfiduciary, outsourcing
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On April 6, 2016, the U.S. Department of Labor released the highly anticipated final version of its fiduciary/conflict of interest rule. Brokers, agents and financial advisors recommending investments to retirement… Read more >
Lois Gleason, CEBS
April 6, 2016
401(k) Plans, Defined Contribution (DC) Plans, Legislative, Retirementconflict of interest, fiduciary, fiduciary rule
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If some of the largest insurance companies in America struggle to keep sensitive data safe from hackers and other thieves, what is the trustee of a 3,000-life health plan supposed… Read more >
Chris Vogel, CEBS
September 22, 2015
Employee Benefits, Health Carecyberliability, cybersecurity, DOL, EBSA, fiduciary, HIPAA
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