Does Your Advisor Use the Right Standard? Fiduciary vs. Suitability
May 9, 2018
[vc_row][vc_column][vc_column_text css=””] Key Takeaways: The fiduciary standard is defined by obligations to act in the best interest of a client…
Plan Sponsor Insights
Explore insights for plan sponsors, offering guidance and perspectives on governance, fiduciary responsibilities, and effective retirement plan management.
Retirement Plan Fees: A Primer
May 9, 2018
When you sponsor a retirement plan, you take on the legal responsibility as a fiduciary. Being a fiduciary carries with…
How a Retirement Plan Advisor Can Help You Beyond Investments
April 25, 2018
[vc_row][vc_column][vc_column_text css=””] Previously we discussed the invaluable service that a retirement plan advisor can provide in helping to select and…
5 Dangerous Fiduciary Assumptions
February 21, 2018
Sponsoring a retirement plan is a big undertaking, and not just because of the amount of work involved. With it…
Creating the Right Lineup for Your Retirement Plan
September 30, 2017
Many employers face similar concerns with their retirement plans. They want to improve their plan to attract and retain key…
The Biggest Mistakes Plan Sponsors Make
June 25, 2017
If you are a plan sponsor, you are probably aware that there are more liabilities and regulations to take into…
Sponsors of Qualified Retirement Plans: Are You a Fiduciary?
April 17, 2017
If your client sponsors a qualified retirement plan, it’s important to look out for them. Retirement plan law is so…
How To Select A Retirement Plan Consultant: 5 Questions To Ask
April 11, 2017
As a plan sponsor or as a fiduciary to your company’s retirement plan, you’re already wearing multiple hats. You have enough…
Why Work With A Retirement Plan Advisor?
February 9, 2017
In light of the highly volatile market conditions over the past few years, as well recently added regulatory disclosure requirements,…