Investment menu construction is a classic responsibility that frequently requires plan sponsors to retain experienced and independent counsel to develop and monitor effective investment menus. Regrettably, developing an investment architecture that works well ...
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 ...
Your retirement plan audit has been completed, now what? You may think the completion of the audit ends the work to be done, but ...
If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of ...
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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 ...
As a plan sponsor, do you believe there are unique aspects to your retirement plan, participants, and/or the goals and objectives ...