Fiduciary Governance

Changing Plan Providers: Moving Participant Investments
Once you’ve made the decision as plan sponsor and fiduciaries to move your organization’s retirement plan to a new recordkeeper, one of the following questions becomes what to do with participant investments. It’s very likely that the plan will have a new investment lineup when it moves to the new provider. As fiduciaries, you are  Read More →
What to Expect When Changing Retirement Plan Providers
Changing retirement plan providers can be an arduous task. Not only are there administrative and practical challenges, but there are a number of fiduciary obligations that plan sponsors must follow in order to comply with ERISA. Despite the numerous moving parts, a plan provider conversion can still run smoothly with an experienced advisor by your side,  Read More →
Six Easy Steps to Keep Plan Assets Safe in a Virtual World
Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of their personal information. Participants need to be vigilant with their retirement savings accounts as well. In the past year we’ve seen a slew of  Read More →

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