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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Explore insights for plan sponsors, offering guidance and perspectives on governance, fiduciary responsibilities, and effective retirement plan management.
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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Creating the Right Lineup for Your Retirement Plan
Many employers face similar concerns with their retirement plans. They want to improve their plan to attract and retain key…
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The Biggest Mistakes Plan Sponsors Make
If you are a plan sponsor, you are probably aware that there are more liabilities and regulations to take into…
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Sponsors of Qualified Retirement Plans: Are You a Fiduciary?
If your client sponsors a qualified retirement plan, it’s important to look out for them. Retirement plan law is so…
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