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The Fiduciary Focus Blog

4 Lessons We Learned from Attending the 2019 Fi360 Conference

Benjamin Smith, CFA 03 May, 2019
  1) Financial Coaching is the next evolution in the Participant Experience One session we attended was titled "The Evolution of the Investment Lineup Spectrum." It was presented by Franklin ...
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3 Reasons Your Retirement Plan Should Offer Index Funds

Joseph Dunbar 14 June, 2018
Investment portfolio construction is frequently debated specifically around utilizing active funds, index funds, or both. Within defined contribution employee-directed retirement plans, we believe it ...
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Capital Markets Review - First Quarter 2018

Benjamin Smith, CFA 12 April, 2018
First Quarter 2018 – We’re glad that’s over!1
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When Should I Consider A Cash Balance Plan?  The Basics, The Pros, and Cons

A.J. Walker, AIF ® 10 April, 2018
I've heard of a 401(k), 403(b) and a Pension Plan. But what's this about  a Cash Balance Plan? In this article, we'll dig into defining the Cash Balance Plan basics, the pros and cons of utilizing ...
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ESG Investing: Does it belong in your Retirement Plan Menu?

Benjamin Smith, CFA 03 April, 2018
A   question, or maybe even a demand, that we've been receiving more and more from our Retirement Plan Committees and their participants has been "Are there any Socially Responsible funds in our ...
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Capital Markets Review - Fourth Quarter 2017 

Benjamin Smith, CFA 19 January, 2018
2017 was the Goldilocks Year, but what about 2018? There have been two important drivers for the strong equity rebound in 2017.  First, dovish central bank policy and a weaker US dollar have resulted ...
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Vanguard How America Saves - Top 3 Retirement Plan Trends

A.J. Walker, AIF ® 10 January, 2018
  Our research team recently met with our dedicated Vanguard External Sales Representative, Kelly Orr. Kelly shared and discussed with our team Vanguard’s “How America Saves Study”. This report ...
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GPRS named to NAPA Top DC Plan Advisors Firms List for 2017

Benjamin Smith, CFA 14 December, 2017
Guidance Point Retirement Services is pleased to announce we have been included on the NAPA Top DC Plan Advisors list. The National Association of Plan Advisors Top DC Advisor Firm list highlights ...
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Fidelity Plan Sponsor Attitudes Survey: 5 Key Takeaways

A.J. Walker, AIF ® 08 December, 2017
  Our research team recently met with our dedicated Defined Contribution Investment Only (DCIO) Fidelity Institutional Asset Management representative, Mike Manosh. Mike shared and discussed with our ...
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Capital Markets Review- Second Quarter 2017

Benjamin Smith, CFA 15 July, 2017
  The 10th Anniversary of the start of the Financial Crisis; How much longer does the Goldilocks Scenario last? June marked the 10th anniversary of the beginning of the Financial Crisis.  In June ...
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