Blog

If you have any questions or comments for Guidance Point, please fill out the form below and a representative will respond to you within two business days. Guidance Point values your privacy. For more information, view our Privacy Policy.

REQUIRED FIELDS ARE INDICATED BY AN ASTERISK (*).

The Fiduciary Focus Blog

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

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 ...
Read More

Capital Markets Review - Fourth Quarter 2016

Benjamin Smith, CFA 10 January, 2017
A Tale of Two Halves 2016 can be described as a Tale of Two Halves.  Many investors took a “risk-off” approach to the markets in the first half of the year due to a decline in oil prices and slow ...
Read More

The 3 Questions an ERISA Compliance Checklist Will Answer

A.J. Walker, AIF ® 07 November, 2016
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

Capital Markets Review - Third Quarter 2016

Benjamin Smith, CFA 03 November, 2016
The Presidential Election Heats Up.... Global economies are turning their eyes to the US presidential election. Although world markets and economies absorb this leadership change every four years, ...
Read More