December 28, 2016 - White Papers

QPAM and IHAM Audits

Mayer Bick authored a white paper discussing the role of an independent auditor for both the QPAM and INHAM audits.  Please see the attached whit... More

June 30, 2016 - White Papers

ERISA Section 408(g) – Investment Advice and Fiduciary Audits

Mayer Bick authored a white paper which discusses the role of an independent fiduciary as an investment advisor and fiduciary auditor under ERISA... More

May 6, 2016 - White Papers

Alternatives in Defined Contribution Plans

Mayer Bick authored a white paper discussing the incorporation of alternative investments into defined contribution plans. Please see the attache... More

December 9, 2015 - White Papers

Company Stock Fund FAQs

Evercore Trust has compiled the most common questions that plan sponsors and plan committees ask when considering appointing an independent fiduciary ... More

September 22, 2014 - White Papers

Company Stock “Sunsets” White Paper

Mayer Bick authored a white paper which discusses the role of an independent fiduciary in the elimination or “sunset” of a company st... More

August 29, 2014 - White Papers

Rabbi Trusts White Paper

Otis Sinnott and Richard Murray authored a white paper covering rabbi trusts and highlighting important considerations in selecting an institutional t... More

March 24, 2014 - White Papers

Orphan Plans White Paper

Mayer Bick authored a white paper which provides a background on orphan plans and the current role that an independent fiduciary can play in these com... More