Retirement plan sponsors and fiduciaries should understand the insurance products that are available to protect the plan and its fiduciaries. The two most common forms of insurance that a plan will purchase are the Fidelity Bond and Fiduciary Liability ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
Investment menu construction is a classic responsibility that frequently requires plan sponsors to retain experienced and ...
We are excited to share that we have been recognized as a 2021 Best Places to Work for Financial Advisers as announced by ...
Are you a Board Member of an organization that sponsors a retirement plan? If so, are you aware of your fiduciary ...
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If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of ...
So far in this blog series we have covered the first two phases of a recordkeeping vendor search. Phase 1 (Steps 1 and 2) covered ...
Plan sponsors frequently ask which of their retirement plan’s expenses can be paid with assets of their plan. Under ERISA, ...
Fiduciaries are required by ERISA to monitor service providers to the plan. That includes monitoring for any conflicts of ...
We recently walked you through the first phase of conducting a vendor search. Phase 1 covered the preparation portion of ...
Of the three most common Qualified Default Investment Alternative (QDIA) solutions, (1) balanced fund, (2) target date funds, and ...