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The Fiduciary Focus Blog

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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Guidance Point Retirement Services: Bad Fits

Benjamin Smith, CFA 25 May, 2017
  Who should we not work with at Guidance Point Retirement Services? What types of clients would we describe as "bad fits"?  This is a question that we receive from time to time from our prospects.  ...
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Who Pays the Retirement Plan Fees? 4 Tips to Help You Decide

Benjamin Smith, CFA 19 May, 2017
Who pays the retirement plan fees? Should the plan sponsor pay? What about the participant? Maybe a mix of both?  These questions are core to how our consultants help retirement plan committees ...
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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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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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