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 #1: Designing Your 401(k) Plan: Options for Employees to Access Retirement Dollars
We’ve spoken with thousands of participants regarding retirement planning, and while most of that time is spent planning how to get dollars into their retirement plan (e.g., how much to save, how to invest), it is equally important that you and your participants understand how that money will come back out. We’re all saving for a reason, and that is to eventually use this money. So what sort of options do you have to offer your employees?
Benefits of a Supplemental Unemployment Plan During the Coronavirus Pandemic
Supplemental Unemployment Plans can provide compensation to employees beyond state unemployment insurance during lay off periods. SUB plans can help ease the financial stress of layoffs, generate peace of mind and worker loyalty, and offer significant tax advantages compared to severance pay.
The SECURE Act – what you need to know for retirement
As you may have...
