Understanding ERISA Fiduciary Duties: A Guide for Retirement Plan Committees

2026-07-09T13:16:30-04:00September 24th, 2026|Institutional Investing|

Understanding ERISA Fiduciary Duties: A Guide for Retirement Plan Committees Serving on a retirement plan committee is an important responsibility. Whether you're an employer, HR professional, CFO, or committee member, your decisions can have a lasting impact on employees' retirement outcomes. One of the most important concepts to understand is fiduciary duty under the [...]

Is Your Investment Policy Statement Still Working? Why Every Committee Should Review It Regularly

2026-07-09T12:01:09-04:00September 3rd, 2026|Institutional Investing|

Is Your Investment Policy Statement Still Working? Why Every Committee Should Review It Regularly An Investment Policy Statement (IPS) is one of the most important governance documents a retirement plan committee or institutional investment committee can maintain. Yet many organizations create an IPS, file it away, and rarely revisit it until a significant issue [...]

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