Hey Joel! – I volunteer on the Board of Directors, so I don’t have liability, right?

Hey Joel, I volunteer on the Board of Directors, so I don’t have liability, right? ~ Can’t Touch This in Colorado Dear Can’t, Liability is a complicated topic. If the plan is an ERISA plan, then state law is immaterial. Compensation has zero impact on whether an individual is a fiduciary. It is role and … Continue reading Hey Joel! – I volunteer on the Board of Directors, so I don’t have liability, right?

Use Plan Analytics to Evaluate Your Retirement Plan

Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success. Plan analytics you should explore: Median age, tenure and savings rates of plan participants - These analytics can be helpful to determine … Continue reading Use Plan Analytics to Evaluate Your Retirement Plan