Fiduciary Governance Insights

10 Strategies to Optimize Your Plan’s Investment Process

To meet ERISA’s “prudence” standards, plan fiduciaries must follow a disciplined and documented process when making investment-related decisions. Here are 10 strategies to optimize your committee’s investment selection and monitoring process.
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Pros and Cons of Guaranteed Lifetime Income

Paychecks for Life: What is Guaranteed Lifetime Income? Annuities and similar products may help address retirement income concerns.
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Video: Building Turnover Resistant Benefits

Recruiting and retaining top employees is becoming more challenging. Employees want more than just perks; they want benefits that can help them create financial freedom, balance and recognition. Here’s how you can work to build turnover resistant benefits.
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Cybersecurity: Protect Your Retirement Savings

Cybercriminals are well-aware that American’s have trillions of dollars in retirement savings plans. Here are key tips to help keep retirement savings safe online.
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Diversity, Equity and Inclusion and its Impact on Retirement Plans

Your workforce is diverse and unique – how does your retirement plan reflect DEI efforts?
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A Guide to Understanding DOL Audits

A DOL Audit is no walk in the park, but you can take preventative steps to prepare by conducting due diligence and documenting your plan actions.
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Do ESGs Fit Into Our Retirement Plan?

Employee professional and financial values are evolving, and ESG funds are beginning to represent them in the market. Will they become part of your fiduciary consideration?
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How to Prepare for a 401(k) Audit

If the DOL comes knocking, is your plan prepared for an audit? Be aware of red flags, how to respond and what documents to have ready.
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Q1 2022 News and Information for Employers | Fiduciary Plan Governance Edition

Get ahead of the curve: The most anticipated topics of 2022: Important information regarding audits, ESG funds and DEI in your workplace!