10,000 A Day?
That’s how many Baby Boomers are retiring—each day. In 2024, the United States will have more 65 year olds then at any other time in history. Experts observe that those planning for retirement are…
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ERISA Bond and Fiduciary Liability Insurance?
Yes! These two different forms of protection exist for different reasons. Experts explain the purpose of each and the important roles these protections play in employer sponsored retirement plans. Understand the coverages you need as…
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The Duty of Prudence: 5 Compliance Actions
The Supreme Court’s decision in Hughes v. Northwestern University earlier this year did not add or change fiduciary standards. Nevertheless, the case shone the spotlight on the duty of prudence by plan sponsors in…
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Good Times: Yoga and Pilates
Interest in yoga and pilates has been steadily growing for years—and in many ways, the pandemic spurred even greater interest in flowing, flexing, stretching and becoming more mindful. Instructors find themselves with waitlists, online…
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Chasing The Lowest Fees?
If the swirl of excessive fee lawsuits has you chasing down the retirement plan providers offering the lowest fees, hit pause. The fiduciary obligations of plan sponsors do not require committing to the options…
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September’s Coming…
Regulations, employee turnover, cybersecurity guidelines, investment options in bumpy times—these and more mean retirement plan sponsors never have a dull day. With September fast approaching, it’s time to make note of important actions needed…
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Great Expectations: Clients!
Great Expectations: Clients! Necessity resulted in businesses of all kinds making rapid changes to the customer experience during the worst days of the COVID-19 pandemic. Now, there’s no going back: expectations for ease, speed and…
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Out On Your Own? Business Shower!
Professionals across the country continue recalibrating how they want to spend their time and talent, live a balanced life—and earn a living. Financial gurus, tech consultants and health and fitness experts are examples of…
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Three Levels of Responsibility: Cybersecurity
Though we all know cyber threats are out there and we are in some way responsible for the protection of the retirement plan, we are not always clear on the specific kinds of actions that…
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