- Ideal for Advisers and Sponsors of 401(k), 403(b), and Profit Sharing Plans
- Searchable and Frequently Updated Database
- Reasonably Priced, Anywhere Access
- Reduce Exposure to ERISA Fiduciary Risk/ Save Money and Time
- Be Ready for a Labor Department Audit
- Sample Forms Including Committee Charter, Minutes, and Other Important Documents to Improve Plan Governance or Get Good Governance Up and Running
Today benefit plan sponsors are at risk. Plaintiffs attorneys have achieved significant results against plan sponsors who fail to adequately oversee and monitor their plans. Advisers are under competitive pressure to do more for their plan sponsor clients. The rules of the game are changing. There is pressure on fees and increased regulatory demands.
Plan sponsors and their advisers need help and a resource that speaks to them in plain speak and avoids the baffling jargon so often heard from those in the employee benefits business. Charles G. Humphrey is a practicing benefits attorney and a leading proponent of the fiduciary ethos. In The Fiduciary Responsibility eSource, he shares in non-technical language his over 35 years experience working with plan sponsors, financial institutions, advisors, accountants and actuaries.
The reader will learn about:
- Defensive oversight and allocation of fiduciary and other responsibilities
- Best practice management of plans and their service providers
- How to manage and reduce plan fees
- Keeping compliant with U.S. Labor Department and IRS rules.
Henry Smith, nationally known employee benefits and ERISA attorney and author of The Nonqualified Deferred Compensation Answer Book, calls The Fiduciary Responsibility eSource, an invaluable resource for anyone looking for an introduction to -- or a 'deep dive' into the various rules that must be considered by persons responsible for or operating ERISA governed retirement plans."
Louis S. Harvey, President and CEO of DALBAR, Inc., Boston, Massachusetts, describes this work as "providing plan sponsors and their advisors with the tools they need to protect plan interests, expose misleading representations, and put themselves on an even footing with those selling products and services.
Edward M. Lynch, Jr. Founder and CEO of Fiduciary Plan Governance, LLC and recognized as one of the most influential people in the benefits industry says "plan sponsor committee members, plan advisors, boards of directors, trustees anyone else even remotely connected to an employer- sponsored benefit plan are well advised to use The Fiduciary Responsibility eSource, as a valuable everyday resource."
Kathleen McBride of FiduciaryPath, New York, N.Y., and a leading exponent of the fiduciary standard "Charles Humphrey puts fiduciary principles into practical context, demystifying good fiduciary governance."
Bob Blair, CEO of Retirement Alliance in Manchester, New Hampshire says the book is written "for business people not other experts" and shows plan sponsors and advisors "how to run their plans cost-effectively and efficiently."
Media Kit
Interested members of the press may contact Chuck Humphrey at 978-688-2162 for a media kit.
Interviews and Speaking Engagements
Mr. Humphrey is available for press interviews and speaking engagements. Please contact him at 978-688-2162 for more information.
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