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Author Archives: Philip Koehler

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Assessing Fee Reasonableness – Step Three: Implement a Prudent Process (“It’s Cheap Insurance”)

Posted on November 1, 2015 by Philip Koehler
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In our November newsletter Phil discusses the third step in a three-step process of assessing the reasonableness of service provider arrangements and fees.  Click on Newsletters under the Publications drop down menu above

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Assessing Fee Reasonableness: Step Two – Do Expenses Square with the Plan’s Fee Policy?

Posted on October 4, 2015 by Philip Koehler
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In the October edition of our monthly newsletter, Phil pays homage to the late Yogi Berra by applying some of his unique lessons to ERISA fiduciary responsibility. Click on the “Monthly Newsletter” button from the “Publications” drop down menu above.

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A Funny Thing Happened on the Way to Outsourcing Fiduciary Responsibility

Posted on September 22, 2015 by Philip Koehler
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In a special edition of our September 2015 Newsletter, Phil examines a disturbing trend within the TPA industry to create captive affiliates posing as independent ERISA Sec. 3(16) fiduciaries. Click on the “Monthly Newsletter” button from the “Publications” drop down menu above.

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ERISA Resource Links

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