ERISA Plans

IFLCBook-RPA

Fiduciary Guidelines for Retirement Plan Administrators

 
IFLC’s Retirement Plan Administrator: Scope and Conduct was developed by a Technical Committee comprised of plan sponsors, legal counsel, and fiduciary experts. This publication is an essential addition to every plan sponsor’s library.


 


 
 
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IRA Rollover Verification

 
Employers need to ensure that their employees hire only investment advisors that comply with the U.S. Department of Labor’s rule that regulates retirement plan assets that are transferred or “rolled over” to Individual Retirement Accounts (“IRA”). An IFLC commissioned Working Group, consisting of a cross section of retirement industry constituents, developed a standards framework for employers’ use.

This document is a free publication for IFLC’s members.

 
 

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