In a regulatory environment increasingly focused on transparency and accountability, what does it really mean to be a prudent fiduciary in a health and welfare context?
How HR leaders can turn pharmacy transparency into real leverage
In Part 2 of this series, we explore where employers have more leverage in pharmacy benefits than they realize—and how to apply it deliberately in the best interest of plan participants.
Why pharmacy transparency is becoming a C-suite issue
In Part 1 of a two-part series, we examine why pharmacy transparency has become a C-suite issue—and what it means for fiduciary oversight.
Why you should encourage ‘mini’ retirement plan audits
“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.
A closer look at SECURE Act 2.0’s less-talked-about provisions
What you need to know about provisions that could have a significant impact on retirement plan compliance.
How to walk the line with pension overpayments
SBA principals Mary Shah and Mindy Zatto discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.