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Ideas & Insights

 





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A tale of two labor markets

Labor challenges are in play for both U.S. businesses and policymakers. Listen and learn about workforce dynamics for the future economy.


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Indemnify fiduciaries

This video clip examines the personal liability retirement plan fiduciaries assume and why plan sponsors should indemnify them.


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Conduct fiduciary education

This video clip examines the importance of fiduciary education and resources that can be utilized for training and education programs.


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Hire an independent consultant

This video clip examines why hiring an entity to handle retirement plan fiduciary responsibilities can reduce liability.



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Implement prudent procedures

This video clip examines how ERISA defines prudence, the procedural prudence process and the importance of implementation.


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Know if you are a fiduciary

This video clip examines what a plan fiduciary is, how to limit fiduciary liability; and proposed DOL fiduciary rules.


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Understand your fees

This video clip examines participant fee disclosures, fee levelization and the importance of understanding your plan's cost.


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Conduct self-audits

This video clip examines the importance of conducting self-audits to make sure your plan is being administered in accordance of ERISA.


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Comply with ERISA 404(c)

This video clip examines protections provided by ERISA 404(c), eligibility rules and the importance of complying with them.



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Q2 2017 Dealmaker Roundup

The latest trends in the private equity deal-making market, including hot industries, key deals and the interest deductibility proposal.


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IRS Partnership Audit Rules

With the enactment of the Bipartisan Budget Act of 2015, the private capital industry should expect major changes to the way the IRS audits.




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Investing in the Energy Bottleneck

How will the coming deregulation of the U.S. energy industry begin a private capital investment wave? Two specialists share their thoughts.