Free your employees and your business from the hidden fees, risks, and agendas of conventional retirement plans.
Independent retirement plan benchmarking allows you to maximize the value of your benefits package while mitigating fiduciary risk.
The IRS generally declares a partial plan termination when 20 percent of participants separate from service through layoffs, severance, or termination.
The CARES Act permits retirement plan sponsors to make qualified coronavirus-related distributions available to plan participants.
A retirement plan fiduciary advisor proactively manages the plan sponsor’s obligations and benchmarks the plan every 2-3 years.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.
Following federal guidelines and leveraging a prudent process will reduce your risk and increase the likelihood of better employee retirement outcomes.
Most advisors in the retirement plan industry won’t take on full fiduciary responsibility because they are afraid of the liability that comes along with it.
Simply giving plan participants a mutual fund lineup and some Morningstar profiles does not amount to serious retirement plan education for employees.
Properly vetting retirement plan service providers helps plan sponsors ensure that employees have access to low-cost, best-in-class investment options.
The harsh truth is that many plan advisors shirk fiduciary duties and merely want to do the bare minimum on their way to collecting their fee.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Brighton Jones, LLC), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, content published here may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information on this website serves as the receipt of, or as a substitute for, personalized investment advice from Brighton Jones, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Brighton Jones, LLC is neither a law firm nor a certified public accounting firm and no portion of our content should be construed as legal or accounting advice. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.