Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >
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The DOL discusses questions associated with the conflict of interest rule. Learn More >
Indirect fees calculated on plan assets and paid to service providers as revenue sharing must be monitored and understood by plan fiduciaries. Learn More >
Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >
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What are the differences and which is right for your company?
The Federal Reserve raised interest rates by .75%, what does that mean for you and your money?
New team members for 2022.
Please join us in congratulating our two new Account Executives!