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The Fiduciary Focus Blog

Capital Markets Review- First Quarter 2017

Benjamin Smith, CFA 14 April, 2017
  A Trump Bump and Growing International Economic Confidence: The first quarter of 2017 was dominated by political headlines and firming economic data globally. Risk assets continued to outperform ...
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Guidance Point Retirement Services Welcomes Amy Clark as Marketing Manager

Benjamin Smith, CFA 01 April, 2017
Guidance Point Retirement Services  is pleased to announce that Amy Clark  has joined   as the firm's Marketing Manager and Client Services Specialist.  In this role, Amy leads all the firm’s ...
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My Funds are on the Retirement Plan Watch List. Now What?

Benjamin Smith, CFA 24 March, 2017
  A main source of concern for plan sponsors we work with and talk to is the quality of their investments within their retirement plan.  Retirement plan fiduciaries frequently express their lack of ...
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Strengthen Your Governance with a 403b Fiduciary Governance Checklist

A.J. Walker, AIF ® 22 February, 2017
  Frequently when retirement plans are established, the ongoing governance of plan operation is not sufficiently spelled out. Failure to articulate the fiduciary governance and appropriate ...
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How Much Does a 401k Plan Cost?

A.J. Walker, AIF ® 15 February, 2017
  One of the first questions  that companies  want to know  when they call one of our consultants is: "How Much Does a 401k Plan Cost?" This question poses two important realizations to senior ...
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Omotenashi & The Evolution of the Retirement Plan 

Benjamin Smith, CFA 08 February, 2017
  Omotenashi is the Japanese word for treating people the way you'd want to be treated, for a posture of customer service that builds long-term trust and loyalty. Seth Godin, in one of his recent ...
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IRS 403(b) Plan Audits: Top Areas of Focus

A.J. Walker, AIF ® 02 February, 2017
Organizations that sponsor a 403(b) plan intend to manage the plan in a compliant manner, but due to the level of complexity of today's retirement plan it can be an overwhelming feat to do so. In ...
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What does it mean to hire a 3 (38) Advisor /  Investment Fiduciary?

Benjamin Smith, CFA 25 January, 2017
It seems that daily there is more litigation  news that alleges employers violated their fiduciary duty to prudently select and monitor the investment options offered in their 401(k) or 403(b) plan. ...
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Capital Markets Review - Fourth Quarter 2016

Benjamin Smith, CFA 10 January, 2017
A Tale of Two Halves
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Guidance Point Retirement Services named to Pensions & Investments 2016 Top Pension Consultants List

A.J. Walker, AIF ® 04 January, 2017
 
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