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Everyone Means Well

March 18, 2019 in Fee Disclosure
Hidden fees in retirement plans will continue to be a hot topic as long as mutual fund fee subsidies are used to offset employer costs

Beyond the "3 F Words"

December 8, 2018 in Advice, Planning
We love to use buzzwords and acronyms in our business. The 3Fs stand for funds, fees and fiduciary responsibilities. Many plan sponsors have been tackling the

Fiduciary Risk Management....Crossing T's & Dotting I's

As a Retirement Committee are you taking care of fiduciary basics?   Fiduciary risk can change over time as courts opine on new class action lawsuits and

New Fiduciary Rule. Ready, Set...Go!

Buckle up! The new fiduciary rule is here.   No doubt you have heard about the new "fiduciary rule" which will require many investment advisors who traditionally

The Trump Effect

The wheels have been put in motion to delay the fiduciary rule. The delay is not unexpected, as it’s been a wild ride since President Trump
Everyone Means Well
Hidden fees in retirement plans will continue to be a hot topic as long as...
Beyond the "3 F Words"
We love to use buzzwords and acronyms in our business. The 3Fs stand for funds, fees...

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