Being aware of cybersecurity best practices is an ongoing responsibility and not a point-in-time event; however, periodically setting time aside to conduct a holistic review of processes and protocols will help ensure your retirement plan’s security practices ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
Our Technical Services Committee has released the 2022 Regulatory Update! Our annual Regulatory Update provides an overview of ...
I was a relatively early adopter of LinkedIn. I’m not sure when but based on the headshot I’m guessing it has been a minute. I ...
We are very proud to share that our retirement plan analyst, Chad Greenwood, completed his Doctorate in Business Administration!
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I am pleased to announce that our firm has established a Diversity, Equity, and Inclusion Committee. We recently spent several ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
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 ...
We recently walked you through the first phase of conducting a vendor search. Phase 1 covered the preparation portion of ...
You’ve decided it is time to conduct a full recordkeeping vendor search, and you know it can be a detail-laden, time-intensive ...