Our Fiduciary Focus blog highlights common questions and topics that our Retirement Plan Committee ask of us. Below are our most commonly referenced blog posts by category.
Working with Guidance Point
Retirement Plan Fees
eBooks, Guides, & How To Videos
Over the years, we’ve produced many intensive guides that assist our clients in figuring out complex issues with their 401k, 403b, and nonqualified retirement plans. Below is a comprehensive listing of those resources:
How do I ensure my plan is in compliance with DOL and IRS standards? Here’s our ERISA Compliance Checklist!
How do I know what my Fiduciary Responsibilities are as a Retirement Plan Committee Member? Check out our Fiduciary Responsibility Guide for Retirement Plan Sponsors!
What investments should I be offering in my retirement plan? Read our eBook Fiduciary Best Practices for Plan Menu Design!
We have Target Date Funds (TDFs) in our plan. How do I know they are the best fit for our employees? Get our Navigating the TDF Evaluation Process eBook here!
I have no idea how to pick between a Money Market and a Stable Value fund. What’s the difference and is there risk to me as a Fiduciary? Reference our “The Risk Free Investment Options are Changing” eBook for the answers!
I hear about Active Investment Strategies and Index Funds. What should I offer in our plan? What’s the difference? Get the answers from our eBook “An Examination of Active and Passive Investment Strategies!”
Retirement Plan Consultants from our team will soon be launching a Podcast highlighting stories of successful 401(k) and 403(b) Retirement Plans. We’ll also be sprinkling in industry news, best practices, and new services available from industry leading service providers.