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Insurance 08.20.2022

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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Great Expectations: Clients!
Insurance 08.20.2022

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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Out On Your Own? Business Shower!
ERISA 08.19.2022

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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Three Levels of Responsibility: Cybersecurity
ERISA 08.19.2022

Quantifiable Results?

  Planning, saving and investing for retirement has always been full of unknowns and these days, retirement plan participants and sponsors alike find themselves particularly bleary eyed. Experts encourage plan sponsors to try focusing on…
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Quantifiable Results?
ERISA 08.10.2022

401k Plan Sponsorship: Going It Alone?

  Experts caution small business owners against thinking they can save money by administering a company sponsored retirement plan without expert help. Similarly, companies who have long sponsored retirement plans might be overly complacent and…
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401k Plan Sponsorship: Going It Alone?
ERISA 08.10.2022

Request a Fee Breakdown

  If you don’t understand the fees associated with your company sponsored 401k plan, don’t worry, you’re not alone. In fact, some retirement plan experts say that not knowing and evaluating plan fees is the…
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Request a Fee Breakdown
ERISA 08.04.2022

Oversight: Participant Data

  Claims of fiduciary breaches over the fees and performance of investment options in retirement plans continue—with most litigation ending in hefty settlements and paving the way for more cases, impacting more plans and businesses….
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Oversight: Participant Data
ERISA 08.04.2022

Oversight: Participant Data

  Retirement plan service providers have access to participant data. Can they use the personal information of participants to cross-sell other financial products? As service providers are exploring this approach to business expansion, what do…
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Oversight: Participant Data
ERISA 07.21.2022

Adequate ERISA Bond?

  Retirement plan experts observe that ERISA bonds are confusing for plan sponsors—which likely explains why so many plan sponsors fail to maintain adequate coverage and end up triggering additional compliance problems. Here’s help understanding…
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Adequate ERISA Bond?