We specialize in providing fiduciary oversight, advice, and guidance for your retirement plan and its investment offerings through our fiduciary risk management services.
An often unaddressed area of risk exposure for an organization is its retirement plan. Protect your firm’s reputational risk and fiduciary liability by partnering with a co-fiduciary who is an expert in retirement plan governance, oversight, and management.
Latest Posts
Retirement Plan Podcast Series #8 – Retirement Plan Fees Explained
Fees have been a hot topic in the retirement services industry for some time now, and rightfully so. You don’t want your investment earnings to be eaten away by fees, but how can you tell what fees are being paid from your plan? And what fees are considered to be reasonable? You want to know if what you’re paying is appropriate.
Retirement Plan Podcast Series #7 – Your Fiduciary Responsibilities
Fiduciaries are considered an integral part of a retirement plan. They hold very important responsibilities and must adhere to specific best practices, or else they can be held personally liable.
DirectAdvisors Webinar – Prevailing Wage: New Reporting & Record Keeping Obligations
Prevailing Wage: New Reporting & Record Keeping Obligations – New York State has increased compliance for contractors by amending a bill making contractors and subcontractor responsible and accountable to provide additional disclosures to workers on public works jobs.
