best practices
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Designing Plans to Meet Retirement Goals
- May 27, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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Two of the elements of Designing a Retirement Plan Standard of Excellence are designing a plan to meet the Plan Sponsor’s mission or goals and objectives and designing a plan to assist and inspire participants in meeting their retirement goals. The attached article provides some interesting statistics and strategies Plan Sponsors have implemented, or are considering implementing to accomplish these goals.
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Ensuring Intelligent Plan Governance
- May 15, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
A key element in Defining a Retirement Plan Standard of Excellence is Governance. Plan Sponsors and Fiduciaries need to ask themselves how they can ensure that they have the time, knowledge, and expertise to properly implement and maintain the best practices associated with Plan Governance.
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Best Practices for Your Plan Fiduciary
- April 23, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Governing a qualified retirement plan requires the plan fiduciaries to be able to understand and apply complex regulations found in the Internal Revenue Code and ERISA. We’re looking at a guide that you can use to be sure your plan fiduciary is following best practices while governing your plan.