Fiduciary Governance Insights

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Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024

Strengthen your fiduciary governance practices and support your employees’ financial well-being. Our latest newsletter provides tips for organizing fiduciary files, profit sharing strategies, and benchmarking your retirement plan.
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Plan Sponsor Guide: Cybersecurity Checklist

Safeguarding your company's 401(k) plan against cyber threats has never been more crucial. Discover the Department of Labor's recommendations and cybersecurity best practices to reduce the risk of data breaches and theft.
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Is It Time to Benchmark Your Company’s Retirement Plan?

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.
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Q1 2023 Employer Newsletter: Fiduciary Plan Governance Edition

Video: Selecting 401(k) Investments Made Easier

Managing a retirement plan can be a lot of work, here are 3 tips to help select 401(k) investments.
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Investment Committee Checklist

There’s plenty to cover in a committee meeting so help formalize your plan’s foundation with this helpful checklist for an efficient and effective meeting.
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Why Plan Fiduciaries Need to Pay Careful Attention to Retirement Plan Fees

Competitive benchmarking is a way to measure and compare fees associated with running your retirement plan. Explore the most frequently asked questions about plan costs and benchmarking.
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Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees

Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do you evaluate, benchmark and assess your plan and what other expertise or protection should you consider?
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Plan Sponsor Newsletter: Adapting to Change Edition

What employers can expect from the 401(k) landscape toward the end of 2022 – powerful partnerships, financial wellness optimization and demystifying the plan conversion process.