Webinar: 8 Steps to Reduce Your Fiduciary Liability

Are you aware that by serving in a fiduciary capacity for your company’s retirement plan you might be placing yourself at considerable risk? Join us for an educational webinar where we will discuss some of the most important steps that you can take to mitigate those risks and reduce potential liability. You will learn about: Drafting … More Webinar: 8 Steps to Reduce Your Fiduciary Liability

Qualified Plan Governance: Is Your Fiduciary House in Order?

As we enter the New Year, many qualified retirement plan sponsors use this time as an opportunity to examine current fiduciary structure and processes to ensure all is in order. Whether or not your organization’s retirement plans have been recently audited by the Department of Labor and/or Internal Revenue Service, it is advisable to be … More Qualified Plan Governance: Is Your Fiduciary House in Order?

Top Five New Year’s Resolutions for Retirement Plan Fiduciaries

We always hear the same resolutions when the new year rolls in: lose weight, get organized, travel more, etc. Resolutions for fiduciaries are not something you read about every day, which is why we are bringing you the top five resolutions to become a better plan fiduciary in 2016. Providing Information in Participant-Directed Plans.¹ When … More Top Five New Year’s Resolutions for Retirement Plan Fiduciaries