Blog

December 2018

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 3Fs and feel they’re in pretty good shape. They have prudent fiduciary processes in place. Recordkeeping and advisory services have been put out to bid

December 2018

CARES Act – Plan Changes for COVID-19 Relief
The Coronavirus Aid, Relief and Economic Security Act (the “CARES Act”), became law today after...
Addressing Participant Concerns on Stock Market Volatility
Yesterday, March 16th, was the Dow Jones Industrial average’s third-worst day in its history. Plan...

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