Our plan sponsor clients have been calling our team with increased frequency due to the passing of the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019). The biggest ...
Read More
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 ...
Read More
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. It’s ...
Read More
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 ...
Read More
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 ...
Read More
57% of 401(k) and 403(b) retirement plans offered a stable value or investment contract fund to participants in 2015, and 19% of participants offered this investment actually utilized the fund in ...
Read More
For the fiscal year ending September 2013, the Department of Labor (DOL) closed 3,677 investigations on defined contribution retirement plans. Of that amount, 775 (21%) were triggered by participant ...
Read More