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Common Fiduciary Shortfalls To Avoid
Common Fiduciary Shortfalls To Avoid

With all of the recent news about fiduciary liability stemming from the Supreme Court’s decision on Tibble vs. Edison International, it seemed prudent to discuss some of the common areas that plan fiduciaries need help with the most.  Fulfilling fiduciary responsibilities is essential, as errors can have serious consequences for both the organization and the individual fiduciaries themselves. Not knowing…

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Is Your Company Sponsored Retirement Plan Keeping Up?
Is Your Company Sponsored Retirement Plan Keeping Up?

More and more employees are turning to their company sponsored retirement plan as their primary source for retirement planning needs.  Below are some leading edge ideas that retirement plan sponsors will be looking at implementing in 2015 in order to help create positive participant retirement outcomes. Stretch the employer match – This is a low cost/no cost way for employers…

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How to Develop an Investment Strategy That Can Help Participants Stay On Track During Uncertain Times
How to Develop an Investment Strategy That Can Help Participants Stay On Track During Uncertain Times

During volatile times, many investors get spooked and begin to question their investment strategies. The thing to realize is that market volatility is inevitable. It’s the nature of the markets to move up and down over the short-term. Trying to time the market over the short-term is extremely difficult proposition and generally not a winning strategy.  With the recent volatility…

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