Five Things Every ERISA Fiduciary Needs to Do
Monday, March 18, 2019
Following federal guidelines and leveraging a prudent process will reduce your risk and increase the likelihood of better employee retirement outcomes.
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New Rules Look to Raise Fiduciary Standards. We’ve Been There for Years.
Thursday, February 14, 2019
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.
Retirement Plan Education for Employees Is a Real Win-Win
Friday, December 28, 2018
Simply giving plan participants a mutual fund lineup and some Morningstar profiles does not amount to serious retirement plan education for employees.
Are Your Retirement Plan Service Providers Staying in Their Lanes?
Friday, September 28, 2018
Properly vetting retirement plan service providers helps plan sponsors ensure that employees have access to low-cost, best-in-class investment options.
Retirement Plan Advisors Must Adapt to Changing Industry
Saturday, September 15, 2018
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.
Is Your Retirement Plan Advisor Helping Your Employees Reach Their Goals?
Tuesday, September 4, 2018
A vast majority of Americans rely on their employer’s retirement plan and Social Security for their retirement income needs.
What Goes Into Retirement Plan Management? Here Are the Roles You Need to Know
Thursday, August 16, 2018
Too many plan sponsors assume that the advisor’s responsibilities are limited to recommending and managing investment portfolios.
What’s in a Name? 3(38) Advisors and Different Types of Fiduciaries
Thursday, June 28, 2018
Hiring a contractually named fiduciary (a 3(38) investment manager) is the best way to eliminate risk and help your employees reach their retirement goals.
401(k) Fee Transparency: What Is the True Cost of Your Retirement Plan?
Friday, June 22, 2018
Knowing the fees in your plan is one of your fiduciary responsibilities, as is ensuring that the fees are reasonable for the services you are receiving.
Why Retirement Plan Sponsors Need a Fiduciary Advisor
Thursday, June 21, 2018
Hiring the right retirement plan advisor will not only reduce your risk, but it will also help your employees improve their retirement readiness.