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Plan Management

Attention Small Plans:  What does your Advisor charge?

Attention Small Plans:  What does your Advisor charge?

Conferences are a great place for us to meet with vendors and other advisors to gain insight, share best practices and identify trends.  Our goal is to gain knowledge that helps us help our clients.  I was recently reviewing the agenda for an upcoming conference and noticed a session titled, “Small Plans, Big Margins”.

Congratulations, you are a 401k Fiduciary!

Congratulations, you are a 401k Fiduciary!

401k Plan Sponsors have a fiduciary duty to manage their 401k for the benefit of their employees.  Most employers want to do it right, yet in 2016 alone the Employee Benefits Security Administration closed 2,002 civil investigations resulting in 1,356 monetary outcomes totaling more than $777.5 million.*