Coronavirus and Market Update: March 16, 2020
“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” – Helen Keller Introduction The…
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Explore insights for plan sponsors, offering guidance and perspectives on governance, fiduciary responsibilities, and effective retirement plan management.
Coronavirus and Market Update: March 12, 2020
President Donald Trump’s primetime address from the Oval Office last night was not enough to ease concerns around the Coronavirus…
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Beacon Pointe Hosts 9th Annual Investment Forum
Beacon Pointe Headquarters hosted its 9th Annual Investment Forum at Big Canyon Country Club in Newport Beach, CA – introducing…
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Does Your Advisor Use the Right Standard? Fiduciary vs. Suitability
Key Takeaways: The fiduciary standard is defined by obligations to act in the best interest of a client when providing…
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Retirement Plan Fees: A Primer
When you sponsor a retirement plan, you take on the legal responsibility as a fiduciary. Being a fiduciary carries with…
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Where ERISA Litigation is Headed and How to Protect Your Plan
While the first litigation based on retirement plan fees appeared in 2006, it has exploded since 2015.[1] Multi-million-dollar court cases…
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401(k) Committee Basics: Why, Who, and How
One of the biggest problems that company-sponsored retirement plans face is a lack of management. Often, the CEO or head…
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How a Retirement Plan Advisor Can Help You Beyond Investments
Previously we discussed the invaluable service that a retirement plan advisor can provide in helping to select and monitor plan…
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5 Dangerous Fiduciary Assumptions
Sponsoring a retirement plan is a big undertaking, and not just because of the amount of work involved. With it…
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