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The term “fiduciary” is often used and referred to in conversations regarding retirement plans. But, what exactly is a fiduciary? The...

Creating a forecast for the upcoming year is fun – we have a blank canvas on which to operate; there are no incremental benchmarks to...

Thoughts on the tax bill passage: First major legislative win for Pres. Trump and GOP majority. Combining the elimination of the...

The end of the year is coming quickly, less than 2 weeks and 2018 will be here. Here are 4 things every person should do before the end...

It’s a simple question really – “how much does it cost?”. We have all had that experience where we ask what something will cost and get...

If you are overpaying in 401(k) plan fees you could be earning significantly less over the long run. This is exactly why it's so...

Named Fiduciary "Mother of All Fiduciaries" Companies are not required to sponsor a retirement plan for their employees. However, the...

Instead of sending out an article this month we are sending out to our 401(k) participants the QDIA notice, Summary Plan Description,...

With more and more lawsuits coming against retirement plans, it is important for Plan Sponsors to understand the level of Fiduciary...