Fiduciary Governance Insights

Programming, training and mentor with business people in office for cyber security, coding and deve.

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.
Focused adult man with eyeglasses, reviewing the job application of an employee.

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.
A man and woman having business meeting in a cafe, using tablet. Shot through glass.

Q1 2023 Employer Newsletter: Fiduciary Plan Governance Edition

At this time of year, plan sponsors are focused on their fiduciary duty which includes investment oversight, rethinking plan goals and benchmarking their plan.

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.
Caucasian businessman with tablet in a meeting in conference room.

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.
Asian entrepreneurs working with documents during meeting

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.
Listening to their views. Cropped shot of four young designers having a business meeting

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?
Group of multiethnic business people working together in the office

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.

4 Ways You Can Benefit from Working With a 401(k) Advisor

Focusing more on your business, and less on managing the ins and outs of your workplace retirement plan.