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.
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.
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.
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.
Tuesday, September 4, 2018
A vast majority of Americans rely on their employer’s retirement plan and Social Security for their retirement income needs.
Thursday, August 16, 2018
Too many plan sponsors assume that the advisor’s responsibilities are limited to recommending and managing investment portfolios.
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.
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.
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.