Benjamin Smith, CFA
Recent Posts
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
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 ...
Read More
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 ...
Read More
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 2007, ...
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
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
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 ...
Read More
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 blog ...
Read More
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. ...
Read More