SHRM_TLB_1.4.19

White Papers by PlanPILOT

  • Improving Your Retirement Plan Governance

    It is not hyperbole to suggest that you as a retirement plan sponsor must take seriously your fiduciary responsibility. This includes plan governance, such as a review of the risks that threaten the plan’s compliance with ERISA requirements, an analysis of portfolio performance vis-à-vis...
  • Finding the Right OCIO Partner

    Finding the right OCIO provider is becoming more difficult given the growth in the number of firms providing OCIO services and the complexity of their solutions. Managing the assets of an organization is mission-critical so it’s important not to rush into choosing an OCIO provider that may not...
  • Understanding the DOL’s New Rule for Multiple Employer Plans

    For decades, small businesses and their employees have been disadvantaged by the limited availability of high-quality, low-cost retirement plans. But this is all set to change by the end of third quarter this year, when a new rule from the U.S. Department of Labor (DOL) takes effect, seeking to...
  • Who is a Fiduciary?

    Asking the Right Questions to Ensure Intentional Fiduciary Roles
  • ESG & Retirement Plans: The Case for Greater Compatibility

    Environmental, social and governance (“ESG”) investing is growing in its understanding, acceptance and usage in the retirement plan industry. While considering the use of these strategies, it is an important part of plan fiduciary oversight to assess them thoughtfully and consistent with ERISA’s...
  • Protecting Your Retirement Plan From Lawsuits: “What keeps you awake at night?”

    In today’s retirement plan world, the expanding role of the retirement plan fiduciary and the threat of lawsuits is likely to be near the top of responses to that question. While there can be no assurance of being able to avoid litigation, there are steps a plan sponsor can take to minimize the...
  • Smart Beta Investing: What Retirement Program Fiduciaries Need to Know

    Smart beta (or factor-based) investing is growing in its understanding, acceptance and usage in the asset management industry. While the use of stand-alone options using these strategies in retirement plans is limited due to their primarily ETF presence, their usage inside of asset allocation...