Homedefining a retirement plan standard of excellence

defining a retirement plan standard of excellence

  • DOL Investigations of Retirement Plans: 10 Key Areas of Focus

    • September 2, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
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    Plan governance is a key element in defining a retirement plan standard of excellence. Our resource outlines 10 key areas the DOL is focused on regarding the governance of a qualified plan.  As indicated in the article, only a couple of the key areas of concern deal with the investments in the plan. 

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  • Inspiring Participants Using Automation

    • July 29, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
    No Comments
    laptop meeting

    A key element of “Defining a Retirement Plan Standard of Excellence” is creating a retirement plan which will inspire participants to save for retirement.  One method to accomplish this is to automate the plan as much as possible so participants do not have to make uncomfortable decisions. 

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