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Retirement Plan Investment Committee Checklist
The fiduciary landscape is changing, and processes once seen as “good enough” no longer check all of the right boxes. Use this straightforward checklist to ensure your investment committee is covering its bases. Plan Investments [ ] Review funds to ensure the lowest cost share class is utilized [ ] Review the size of the…
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Top 5 Financial Planning Tips: Are you prepared?
Are you prepared if you lost your job? If your spouse was injured? If you have a family emergency? All of the scenarios above will impact your personal financial plan, but too often it is left neglected or moved down on the priority list until something happens to shake things up. We’ve summarized 5 tips…
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Your Retirement Vision
How much do you need to save for retirement? This can be a difficult question to answer. It’s often an estimate based on a lot of unknowns. That doesn’t make it any less important. Where do you see yourself in retirement? Will your expenses be higher or lower than they are now? Are you planning…
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401(k) recordkeeping RFPs | 4 Questions to ask your future provider
According to research performed by the Callan Institute, 1 in 5 plan sponsors intend to conduct a recordkeeping search in 2019. So maybe you’re one of those plan sponsors that are thinking about a search this year? Maybe you see a search coming later down the road? Whatever the case may be, if you are…
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Retirement is a journey, not a destination
You have likely been saving, investing, and planning for retirement for years, if not decades. Having a workable and flexible financial plan is essential as you approach the end of your working career. But retirement readiness also includes non-financial planning or life planning. What are you going to do once you reach your goal? Retirement…
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How Do You Measure Up to the Competition? Plan Benchmarking.
Why should I benchmark my plan? As an organization that must compete for employees in today’s marketplace, you want to know how your benefits measure up to the competition. You want to ensure that it gives participants a chance of successfully achieving a good retirement. And as a fiduciary, you want to confirm that your…
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5 Ways to Cut your Healthcare Costs
Healthcare costs are a growing concern across the United States. But are you evaluating all of the ways to pocket just a little extra money and trim down some of your expenses? Below you’ll find 5 strategies you can try to make healthcare costs seem less daunting. Use in-network providers when possible An in-network provider…
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How Successful Plan Sponsors Address Basic Responsibilities and Standards
Basic Fiduciary Responsibilities and Standards Prudence and Process – the Two Pr’s The ERISA application of fiduciary duty and prudence is much more stringent than the common law understanding. An ERISA fiduciary must act as a prudent expert in his or her applicable area of discretion over the plan – using the care, skill, prudence,…
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How Successful Plan Sponsors Identify Plan’s Fiduciaries
Identifying Your Plan’s Fiduciaries The Employee Retirement Income Security Act of 1974 (ERISA) has a clear set of responsibilities and duties for those individuals and entities who act as plan fiduciaries. It is important that plan sponsors and fiduciaries take these requirements seriously and understand their own responsibilities as well as those of the other…
