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Is it Time to Review your Company-Sponsored Retirement Plan?

Jun 24, 2015 3:25:29 PM / by Kelley Jensen posted in 401(k) plan, 401(k) plan sponsor, advisor, Affordable Care Act, benefits CONSULTING, broker, Company-Sponsored Retirement Plan, company-sponsored retirement plans, ERISA, ERISA plan decision, Kelley Jensen, plan investments, Tibble v. Edison International

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Earlier this year, the U.S. Supreme Court heard arguments in the case of Tibble v. Edison International, a lawsuit that centered on an alleged breach of fiduciary duty by a 401(k) plan sponsor. On May 18th, the Supreme Court issued its unanimous opinion on Tibble.

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Broker Contracts: Standard Operating Procedure, or Illusive Tactic?

Sep 29, 2014 1:14:54 PM / by Deborah Hyde posted in 401(k) plan, 401(k) plan sponsor, Affordable Care Act, broker, broker contracts, Deborah Hyde, plan sponsor

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As plan sponsor, it is part of your fiduciary duty to select the most advantageous broker for your employee benefits. While you are likely familiar with just how involved - and sometimes cumbersome - the process of vetting and selecting a broker can be, the actual appointment of the broker is much simpler. The execution of a broker of record letter is all it takes to establish the relationship between you and the broker, and its simplicity grants you total flexibility, as you can use the letter to select a different broker who will better serve the needs of your plan at any time, for any reason.

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