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TRPC Welcomes Long-Time Affiliated Company Miami Valley Pension as Newest Division
The Retirement Plan Company welcomes affiliated company, Miami Valley Pension as a division of TRPC. Dayton, Ohio based firm Miami Valley Pension, LLC has worked closely with The Retirement Plan Company for over six years to provide retirement plan recordkeeping with...
Practicing Full Fee Disclosure
In July and October of 2010, the DOL issued regulations aimed at improving the transparency of fees and expenses associated with employer-sponsored retirement plans.
Practicing Full Fee Disclosure
By Scott Cloud, CPC In July and October of 2010, the DOL issued regulations aimed at improving the transparency of fees and expenses associated with employer-sponsored retirement plans. The regulations issued in July – under ERISA section 408(b)(2) – create rules for...
Fiduciary Liability for Participant-Directed Plans
ERISA section 404(c) offers a “safe harbor” set of guidelines for a plan fiduciary to follow, and establishes that a plan fiduciary cannot be held liable for losses that result from participant direction of investment as long as a number of requirements are met. Our...
Fiduciary Liability for Participant-Directed Plans
ERISA section 404(c) offers a “safe harbor” set of guidelines for a plan fiduciary to follow, and establishes that a plan fiduciary cannot be held liable for losses….
Record Retention
We are often asked by our clients how long it is necessary to retain records and documents for a retirement plan. Ideally, all historical retirement plan records would be retained by the sponsoring employer, but it would be naïve to hold this expectation with the...