SEC Best Interests . . . When? And What About the DOL I am writing two series of articles that together are called “The Bests.” One is about Best Practices for plan sponsors, while the other is about the Best Interest Standard of Care for advisors. Each series is numbered
What is the Baseline for A Committee to Act in the Best Interest of Its Participants? (Part 2) This is the third of the series about Best Practices for Plan Sponsors. This is my second article about the case of Sacerdote v. New York University. As I discussed in my last
What is the Baseline for A Committee to Act in the Best Interest of Its Participants? (Part 1) This is the second of the series about Best Practices for Plan Sponsors. The recent decision in the case of Sacerdote v. New York University is a classic story of the good and
Projection of Retirement Income This is the first of the series about Best Practices for Plan Sponsors. “Best Practice” is above and beyond the legal requirements. Best Practices are not mandated; they are elected. While the most obvious Best Practices are automatic enrollment and automatic deferral increases, I want to
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