Corporate Retirement Insights

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The Importance of Fiduciary Training for Retirement Plan Committees

One of the most important ways for a company to minimize fiduciary risk is to provide fiduciary training for retirement plan committee members.

Developing a High-Performance Retirement Plan Committee

A well-organized and effective retirement plan committee is the cornerstone of successful fiduciary decision-making and organizational risk management for plans of any size.

Worst December Since the Great Depression? There Is More To The Story

The stock market is poised to have its worst December since the Great Depression. That doesn't sound good. We thought we should dig into the numbers a bit to find out how bad this really is.

Just Another Reason To Avoid Big Wall Street Firms

The more things change, the more they stay the same.  For all the advertising and PR big financial firms are doing to show how they are “on your side,” not much has changed over the years.

Is Your Corporate Retirement Plan a “Fixer Upper”?

Coupled with the increased scrutiny by the Department of Labor (DOL) and exposure to litigation, a retirement plan that shows signs of wear and tear can become a real liability for your company and your plan fiduciaries who are responsible for taking care of it.

Why Culture Is The Most Important Thing To Look For When Hiring An Advisory Firm

In the world of corporate retirement plans and wealth management, it’s getting harder to differentiate and stand apart.

I’m A Fiduciary – What You Talkin’ About?

AllianceBernstein recently surveyed more than 1,000 executives and asked if they were plan fiduciaries to their corporate plan.  6% didn’t know, and 49% didn’t consider themselves fiduciaries. Here’s the catch – each of the people surveyed were actually fiduciaries when they were surveyed.

Correcting A Failed ADP Test

While not all plan sponsors fret at this time of year, thanks to safe harbor provisions, strong participation and deferral rates, or effective plan design — for some, it can be a frustrating time.

Planning Opportunities Within the New Tax Bill

It appears the new tax bill, named the Tax Cuts and Job Act, may be signed into law before year-end.  Assuming this is the case, there are some planning opportunities to take advantage of both this year and beyond.