Plan Sponsor Resources


Keeping our clients abreast of industry trends, changes or modifications to ERISA and any other pertinent information that we feel is important to plan sponsors is very important to us.  We will frequently post articles, videos or news clips that we deem appropriate.  Enjoy!

Are You Aware of the Hidden Fees in Your Retirement Plan?
Retirement plan fiduciaries have the duty to identify, understand and evaluate fees and expenses associated with plan investments, investment options andthe service providers. 
Learn more about hidden fees in your retirement plan

Meeting Your Fiduciary Responsibilities
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain actions and involve specific responsibilities.
Learn how to meet your fiduciary responsibilities

Selecting and Monitoring Pension Consultants
The Employee Retirement Income Security Act (ERISA) requires that fiduciaries of employee benefit plans administer and manage their plans prudently and in the interest of the plan’s participants and beneficiaries. In carrying out these responsibilities, plan fiduciaries often rely heavily on pension consultants and other professionals for help.
See more tips for plan fiduciaries