The Fiduciary Focus Blog

Guidance Point Broadens Their Investment Evaluation Process

Benjamin Smith, CFA 09 January, 2020

As of January 2020, our team has chosen to broaden our Investment Evaluation Process of investment managers to include the fi360 Fiduciary Score®. Why? We feel that as a Fiduciary to our clients, we ...

Does My Retirement Plan Menu Offer Too Many Investment Choices? (HINT: It Probably Does!)

Benjamin Smith, CFA 06 November, 2019

Retirement plan fiduciaries have the important decision to make on how to design, implement, and monitor the investment lineup offered to participants. The number and what types of investment choices ...

Are Index Funds Causing a Market Bubble?

Benjamin Smith, CFA 10 September, 2019

Over the tenure of our firm, our clients have been raising the question whether index funds in their allocation of investable dollars are a positive or a negative in their impacts to capital markets, ...

6 Reasons Why You Should Hire A Dedicated Retirement Plan Consultant

A.J. Walker, AIF ® 27 August, 2019

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 ...

4 Lessons We Learned from Attending the 2019 Fi360 Conference

Benjamin Smith, CFA 03 May, 2019

1) Financial Coaching is the next evolution in the Participant Experience One session we attended was titled "The Evolution of the Investment Lineup Spectrum." It was presented by Franklin Templeton ...

3 Reasons Your Retirement Plan Should Offer Index Funds

Benjamin Smith, CFA 14 June, 2018

Investment portfolio construction is frequently debated specifically around utilizing active funds, index funds, or both. Within defined contribution employee-directed retirement plans, we believe it ...

ESG Investing: Does it belong in your Retirement Plan Menu?

Benjamin Smith, CFA 03 April, 2018

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 ...

Vanguard How America Saves - Top 3 Retirement Plan Trends

A.J. Walker, AIF ® 10 January, 2018

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 ...

Fidelity Plan Sponsor Attitudes Survey: 5 Key Takeaways

A.J. Walker, AIF ® 08 December, 2017

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 ...

My Funds are on the Retirement Plan Watch List. Now What?

Benjamin Smith, CFA 24 March, 2017

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 ...

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