A.J. Walker, AIF ®
Recent Posts
Management guru Peter Drucker once said that “culture eats strategy for breakfast.” In this analogy we zoom out and look at the business overall to apply his sentiment. It implies that regardless of ...
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Guidance Point Retirement Services conducted a comprehensive fiduciary assessment with this client, resulting in a decrease in overall plan expenses.
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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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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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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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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 delegations ...
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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 managers of ...
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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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The Challenge This client had been using the services of an insurance company bundled retirement plan product for over ten years with no service or fee benchmarking over that time frame. The client ...
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