Your Fiduciary File: What Plan Sponsors Should Keep

Fulcrum Partners Deferred Compensation News

With tax season in full swing, lists of “What records to keep at tax time” or “How long to keep my tax records” are always plentiful on financial and lifestyle blogs and websites. But last week, the Strategic Retirement Partners blog published a helpful checklist that deals specifically with which records to keep (and for how long) in a Fiduciary …

Retirement Plan Fees: 3 Major Universities Sued

Fulcrum Partners Executive Benefits News

M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees An article, (“M.I.T., N.Y.U. and Yale Are Sued Over Retirement Plan Fees,”) published in the New York Times (August 9, 2016) stated that attorney Jerome J. Schlichter, representing employees of Yale, New York University, and Massachusetts Institute of Technology, has filed a lawsuit against the respective universities. The complaint alleges that the universities, as Plan Sponsors …