Retirement Plan

Considering a Safe Harbor Retirement Plan

January 4, 2017

PlanFees

Fees, Funds and Fiduciaries – Cheaper is Not Always Better

January 4, 2017

ERISA

Complying With ERISA 404(c)

January 4, 2017

ERISA

Fiduciary Liability Insurance

November 28, 2016

DOL

Giving Thanks to Plan Participants, Plan Sponsors and the DOL

November 17, 2016

Investment

Employee Demographics Changes May Impact Percentage of Contributions

October 31, 2016

Investment

Index Funds – Passive or Passive Aggressive?

October 31, 2016

PlanFees

Allowable Plan Expenses: Can the Plan Pay?

October 31, 2016

Retirement Plan

Negotiating Retirement Plan Fees with Your Provider

October 31, 2016

Retirement Plan

Competing with Starbucks / Franchising of 401(k) Advisory Services

October 26, 2016

401(k)

What to Expect When Transitioning Providers

October 6, 2016

Investment

The Scorecard – A Former Portfolio Manager’s Perspective

October 6, 2016

Investment

The Importance of Qualitative Review

October 6, 2016

Retirement Plan

Waiver of 60-Day Rollover Requirement

October 6, 2016

Retirement Plan

Establishing Your Retirement Plan Committee Charter

September 6, 2016