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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Explore insights for plan sponsors, offering guidance and perspectives on governance, fiduciary responsibilities, and effective retirement plan management.
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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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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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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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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