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
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 ...
Read More
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 ...
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
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
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
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
