Blog

November 2021

Beyond the "3 F Words"

November 24, 2021 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

November 2021

Beyond the "3 F Words"
We love to use buzzwords and acronyms in our business. The 3Fs stand for funds, fees...
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...

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