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What Goes Into Retirement Plan Management? Here Are the Roles You Need to Know

Aug 16, 2018 |

Too many plan sponsors assume that the advisor’s responsibilities are limited to recommending and managing investment portfolios.

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June 28, 2018 |

What’s in a Name? 3(38) Advisors and Different Types of Fiduciaries

Hiring a contractually named fiduciary (a 3(38) investment manager) is the best way to eliminate risk and help your employees reach their retirement…

June 22, 2018 |

401(k) Fee Transparency: What Is the True Cost of Your Retirement Plan?

Knowing the fees in your plan is one of your fiduciary responsibilities, as is ensuring that the fees are reasonable for the services…

June 15, 2018 |

Conflicts of Interest in Retirement Plans

We have compiled a list of key questions to consider to help you determine whether conflicts of interest exist in your plan.

February 16, 2018 |

With Litigation Risk on the Rise, Make Sure You’re Meeting Your Fiduciary Responsibilities

Proactive management of 401(k) plans often results in lower costs, better returns, and ultimately employees not delaying retirement due to lack of savings.