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Summer Homework for Fiduciaries
As you bask in the glory of summer over the next couple of months, don’t forget the three Fs that define this cherished season — fun, fireworks, and fiduciary! While you’re enjoying the fruits of summer, don’t forget your fiduciary responsibilities! Ask yourself the following questions to make sure you are on top of your  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 →
Houston, We Have a Solution: Effective Investment Menu Design
Ultimately, the value a retirement plan advisor brings to plan clients can be measured by how successful the mission is, which in retirement plan terms is measured in plan outcomes and participant readiness for retirement. Offering meaningful processes for investment selection and monitoring, benchmarking vendor services and fees, and supporting plan fiduciaries are now standard  Read More →

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