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
How Supplemental Unemployment Drives Employee Retention
Offering supplemental unemployment benefits (SUB) to your team is one of the best ways to drive employee retention. Providing a steady stream of income to your workers while they’re laid off, on top of the state unemployment benefits they might qualify for, gives them money when they need it most. This fosters a sense of company loyalty and keeps employees committed to you when work temporarily dries up.
Retirement Plan Podcast Series #5: Get Rich Slowly: The Key to Helping Participants Maximize Their Retirement Plan
How much money do you need to retire, and just how many people out there even have enough saved to retire?
Retirement Plan Podcast Series #4: Making Sense of the Investment Options Within Your Retirement Plan
You’ve likely heard the phrase “don’t put all your eggs in one basket,” and you probably know that as a Fiduciary, you’re required to ensure that the Plan offers a diverse set of investment options, but just how many options should you be offering, and just how diverse do they need to be?
