standard of excellence
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Inspiring Participants Using Automation
- July 29, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
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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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Defining a Retirement Plan Standard of Excellence: Key Elements
- July 18, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
The white paper we’re discussing today touches on key elements of Defining a Retirement Plan Standard of Excellence. We’re looking at how providers monetize recordkeeping while maintaining that Standard of Excellence.
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Consequences of Careless 401(k) Compliance
- October 5, 2018
- Posted by: Jeff Atwell
- Category: Resources
Watch out for these ten common compliance defects which can occur because the plan sponsor does not know the responsibilities associated with sponsoring a qualified retirement plan.
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The Role of Fiduciary Liability Insurance
- June 22, 2018
- Posted by: Jeff Atwell
- Category: Resources
We discuss the duties that plan sponsors retain in regard to ERISA qualified retirement plans and ERISA welfare benefit plans, whether you should outsource fiduciary responsibilities to a third party, and the role that fiduciary liability insurance plays in protecting you from potential litigation involving an ERISA plan.
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Demand for Advice Within Retirement Plans
- May 14, 2018
- Posted by: Jeff Atwell
- Category: Resources, Uncategorized
A recent report shows there is demand for advice within retirement plans. We share that insight and how an investment professional can serve a key role in assisting a plan sponsor on the most appropriate means of providing participant advice or managed account services.