governance
-
Reflections for the End of the Year
- November 13, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No Comments
As the year draws to a close, it’s a great time for qualified plan sponsors to reflect on their goals and objectives for sponsoring a retirement plan. In addition, they should reflect on whether the plan is providing the participants with the best means possible to reach their retirement income goal.
-
Are State Sponsored Retirement Plans the Answer?
- June 9, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
Over 28 states are in the process of developing a state sponsored plan and 12 states have implemented a state sponsored plan. While there has been a debate on the subject for several years, private sector retirements continue to be the best resource for private sector employers to provide retirement benefits for their employees.
-
Plan Fiduciary Responsibilities and Risks
- June 27, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
Retirement Plan regulatory and document requirements can seem easy to follow, but our resource introduces very interesting fiduciary responsibilities and potential risks to plan Fiduciaries which may not often be considered.
-
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.