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    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
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