Featured Articles

January 2017

7 Things Every ERISA Fiduciary Should Know

When it comes to workplace retirement plans, there are three kinds of people: people who are ERISA fiduciaries and know it, people who aren’t ERISA fiduciaries and know it, and people who are ERISA fiduciaries and don’t know it. If you’re in the first or last category — well, here are seven things that every ERISA plan fiduciary should know. Click here to read more.

 

6 Things You Should Know About Those Millennial Participants 

They may not know how much they need to save for retirement, they may not yet feel that they can afford to save for retirement, they may not even know how to save for retirement – but here are some things you should know about those Millennial savers. 

 

7 Common Retirement Plan Mistakes 

The headlines are all about revenue-sharing, conflicts of interest and statutes of limitation — but the things that are likely to get plans and plan sponsors in trouble are a lot more mundane. Click here to continue reading. 

 

5 Investment Committee Lessons Learned From Tibble

While the Supreme Court rejected the notion that an initial fund review was sufficient in the absence of significant changes in circumstance to preclude the need for an ongoing assessment, the defendants in Tibble did a lot of things right that many plans don’t. Here are five.

 

8 Questions to Ask at Your Next Investment Committee Meeting

Every plan, and every investment committee, is unique — and yet, when conducted properly, there are inevitably areas of commonality. As the quarter draws to a close and preparations for these meetings get underway, here are some questions that could enhance the discussion, if not the outcome, of your next meeting. Please click here to read the article in its entirety. 

December 2016

In our Year-End Financial Planning Checklist, we give tips on how to plan for the new year, including:

  • Reviewing your retirement investments
  • Changes to health plans
  • Planning your tax strategy
  • Checking your credit report

Click here to learn more.

 

In the December issue of The Retirement Times, we discuss: 

  • The Complexitities of Fiduciary Liability Insurance
  • The High Price of Yield and Perceived Safety
  • ERISA Update

November 2016

Check out the November issue of The Retirement Times.

Topics discussed include:

  • Getting the Biggest Bang for Your Buck! - Negotiating Retirement Plan Fees with Your Provider
  • Changes in Employee Demographics May Impact Owner's Percentage of Retirement Plan Contributions
  • Index Funds - Passive or Passive Aggressive?
  • Allowable Plan Expenses: Can the Plan Pay?

October 2016

As you prepare for the upcoming tax season, check out this e-book, Ten Most Overlooked Tax Deductions.