What's New in the Blog
How would you like to pay for that?
How Are You Paying for Your Financial Wellness Program? Are you creating an ERISA prohibited transaction? Workplace financial wellness programs are in high demand by
October 12, 2021
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How is Your Target Date Fund Education Program?
For advisors and plan sponsors, I offer this question: “How is your Target Date Fund (TDF) education program?” Wait, what? Are you asking about our
September 15, 2021
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What are you watching?
What are you watching? What are you watching? I’m not talking about what’s on the television! I’m referring to your defined contribution plan Watch List.
August 25, 2021
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The Duty to Disclose and Uncover Conflicts of Interest
ERISA plan service providers have a duty to disclose conflicts of interest as well as potential conflicts of interest to plan sponsors in a manner that
August 16, 2021
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“Thought Leadership,” and “Innovative Thinking,” DO NOT Imply “Proven Concept”
As a plan fiduciary, are you willing to take a clever new idea that has yet to be tested and fully implement it as part
August 16, 2021
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