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.