Confero Magazine

Issue #20 - Change in Retirement

october 2017 [ download pdf ]

In this issue, we are focusing on how the retirement landscape has changed over the last several years. There are new policies, laws, investment strategies, etc., that have changed how we all look at retirement. The evolution of the plan sponsor, changes in technology, litigation trends and indexing in target date funds are just some of the highlights of our Fall issue.

We know you face constant change in your areas of responsibility beyond your retirement program. Tax and regulatory updates, health & welfare benefits, employment law….the list is endless and makes it challenging to stay up to date. It is our hope that a quarterly read of Confero magazine and a Fiducia Group consultant is all that you need to keep current with retirement changes.

Enjoy the issue and give us a shout with questions.


Issue #19 - Washington's Impact on Retirement


Fiducia Group likes to keep you aware of the political and legislative landscape and the impact Washington can have on your retirement plan and plan participants.   We dedicated our spring 2017 Education Workshop and many of our blog posts to this topic and now Confero digs in further.

In this issue, we discuss Washington's impact on the retirement landscape.  Some of the topics include the presidential election's impact on the economy, the DOL fiduciary rule, and Taft Hartley plans.

Enjoy and let us know if you would like to discuss any of the content in greater detail!


Issue #18 - Financial Wellness


When we ask our clients, "What is the most important issue facing you today?" many of them say, "financial wellness." They want to take that extra step to assist their employees with making great decisions financially.  So our goal with this issue was to address financial wellness head on to assist you with this goal.

In this issue, we discuss a variety of topics around financial wellness, including, the evolution of financial benefits, increasing productivity through financial wellness programs, participant behavior, the new fiduciary standard and its impact, and HSA's.

Our goal is to give our readers ideas about how they can help their employees.  A healthy and happy workforce that does not have financial worries will inevitably be more productive and effective.


Issue #17 - Plan Errors

January 2017 [download PDF]

With the start of the New Year, we thought we would address a topic that is underrepresented and less written on....common errors in workplace retirement plans.  Plan errors do happen and in most cases they are easily resolved.  

In this issue, we focus on common plan errors, including, 401(k) plan errors, employee benefits plans, late deposits, and operational errors.  Our goal is to inform readers of the problems that you could face and how they can be corrected.

Errors do not have to feel so daunting.  We expect this issue will provide some great insights.  Let us know if you have questions!


Issue #16 - US Retirement System

October 2016 [download PDF]

With the change of seasons comes our latest issue of Confero, which is focused on the U.S. Retirement System. We followed the most current trends in the industry to bring you the most relevant and pertinent information in retirement today. As a thought leader in fiduciary advice, we want to make sure that we keep you informed on current happenings in the U.S. retirement landscape, where it has succeeded, and where it has fallen short. 

In this issue, we discuss various topics, including investment strategies and what we have learned from the past 10 years of the Pension Protection Act (PPA), financial literacy, uncovered private sector workers, and retirement readiness.


Issue #15 - Health Care Systems

July 2016 [download PDF]

The 15th issue of Confero is another publication by Confero Fiduciary Partners.  Following Issue 14 is no small task. It was the inaugural issue with Confero Fiduciary Partners and one of our best issues to date.  We are building on that success to bring you a fantastic and well-rounded Issue 15.

In this issue, we discuss various topics related to health care systems. Managing 403(b) vendors, retirement trends in health care, ERISA 3(38)s, legacy 403(b)s, IRS regulations, and the   impact of the new fiduciary rule are some of the subjects discussed.


Issue #14 - Pension Plans

April 2016 [download PDF]

The 14th issue of Confero marks the first edition by Confero Fiduciary Partners. The integration of Confero Fiduciary Partners has allowed our publication Confero, to expand its horizons and grow as a magazine. In this Issue, we discuss various topics including defined benefit plans, pension de-risking, liability driven investing (LDI), plan audits, plan termination, pension funding relief, and much more. Our goal is to discuss the topics that are important but may not be top of mind for plan sponsors.


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