by Matthew Spay | Apr 6, 2017 | Blog
The liability of your plan’s target date funds (TDFs) may be looming on the horizon. The Department of Labor (DOL) has made their recommendations to assist plan fiduciaries in selecting and monitoring TDFs. Join us for an educational webinar where we will discuss the...
by Matthew Spay | Apr 4, 2017 | Blog
Since the inception of markets there have been particular investments that garnered the attention of investors above all others. In the 1600s it was the tulip mania and at the turn of this century, tech stocks had investors’ focus. Although not to the extent of these...
by Matthew Spay | Mar 28, 2017 | Blog
Plan fiduciaries have a primary responsibility to understand and prudently discharge their duties in accordance with ERISA and their plan document. To complement the fiduciary consulting services we make available to you, consider taking advantage of fiduciary...
by Matthew Spay | Mar 23, 2017 | Blog
According to ERISA, plans intending to comply with 404(c) must provide that participants: Have the opportunity to choose from a broad range of investment alternatives (which are adequately diversified); may direct the investment of their accounts with a frequency...
by Matthew Spay | Mar 21, 2017 | Blog
There is much misunderstanding about what revenue sharing is and what it provides. As an overview, it reflects the acknowledgement by the fund company that a portion of its normal investment fee will no longer be incurred since a third party recordkeeper will be...
by Matthew Spay | Mar 16, 2017 | Blog
The majority of employees are concerned with retirement planning. Saving for retirement is the most commonly cited financial goal among employees, coming ahead of many short-term goals, including eliminating debt and creating an emergency fund.¹ In an analysis of data...
