Retirement plan benefits are a critical component of any benefits package. A comprehensive retirement plan package can help employees reach their goals, and help you attract and retain top talent.
Our retirement plan services are designed to pinpoint areas of potential risk as they relate to the fiduciary responsibilities and plan operations of your corporate retirement plan. Helping plan sponsors reduce fiduciary liability is a constant challenge. It requires plan design expertise, independent investment analysis and benchmarking, and a sophisticated employee communication program. We go beyond the standard and act as your partner. We listen to you, understand your culture and goals and then match your needs with the best financial solutions.
Our services include:
A lot has happened in 2017 and we expect things will continue to evolve. This article covers some of the recent changes and provides additional resources to help you stay on top of this ever-changing regulatory landscape.
On June 9, 2017, the Department of Labor finally permitted the long-awaited fiduciary rule to go into effect. Broadly, the rule fulfilled its initial promise: requiring all financial professionals who offer advice related to retirement savings to provided recommendations that are in an investor’s best interest. But many details still need to be reconciled over the next six months.
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