TPA Services
When it comes to talking about the latest issues and events in retirement plan services, we’re not the retiring type. Browse our blogs to read what we have to say about hot topics, emerging trends and other items of interest in the retirement planning industry.
Committee Welcome Packet
When someone agrees to serve on a retirement plan investment committee, a “Committee Welcome Packet” can educate them about their roles, responsibilities and liabilities…
Benefits of Choosing an AIF Designee (2017)
Accredited Investment Fiduciaries (AIFs) are certified for their ability to follow a fiduciary process with their clients’ BEST INTERESTS at heart. Learn what makes them different from….
What You Need to Know About Fiduciary Responsibility
Acting as a fiduciary carries many duties, responsibilities and personal liability. Learn what you need to know to perform your job at a high level while avoiding putting yourself at risk for legal action…
Best Practices for Investment Committees
Thinking about starting an investment committee? Looking to improve the performance of your existing committee? Check out these best practices from the Plan Sponsor Education Series…
