5 ERISA Fiduciary Duties Made Simple
A clear look at 5 essential plan sponsor responsibilities to support plan oversight through market turbulence and shifting headlines. Most 401(k) fiduciary decisions don’t feel risky in the moment; they feel routine. Committees aren’t questioned because of one bad decision. More often, it’s because a consistent process wasn’t clearly demonstrated. That’s why it’s smart to regularly ask, “Can we show how that decision was made?” Scrutiny continues to increase. Lawsuits alleging excessive fees are becoming more frequent […]
Retirement Plan Optimization Guide
Fiduciary Excellence Depends on These 3 Things
53% of plan sponsors don’t realize that they’re fiduciaries,1so it’s no surprise that expectations around that role aren’t always clear. Fiduciary responsibility isn’t about perfection. It’s about clarity, consistency, and a process you can stand behind. That’s exactly why many organizations rely on experienced advisors (like us) to help bring confidence to their process. Day-to-day priorities often center around running the business, supporting employees, and managing growth. The 401(k) plan is just one important piece […]
Merger and Acquisitions – Strategic and Compliance Considerations Pertaining to Qualified Retirement Plans
Retirement Savings is a Marathon
3 Creative Ways to Unlock Company Savings
Explore high-impact, low-disruption strategies to reduce costs while keeping your benefits competitive. We are often asked how companies can reduce overhead without sacrificing employee satisfaction. Did you know that your retirement plan, healthcare strategy, and employee retention initiatives may be hiding thousands of dollars in easily achievable savings? If you haven’t revisited these areas in […]
Employee Education Guide – Power Up Your Retirement
Overcoming Employee Disengagement
Investment Review Playbook
Every 0.01% Impacts Participant Outcomes
How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? When managing a workplace retirement plan, attention is often placed on total plan assets, average account balances, and investment performance. Yet, plan fees can have a meaningful impact on participant outcomes, especially when compounded over time. This […]
