Your total retirement blog

Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.

    TrendsInvestmentsFiduciaryPlan design

    Considerations before including cryptocurrency in employee benefit plans

    Cryptocurrency has been a hot topic in the news and popular among some younger DIY investors. But should this relatively new type of investment be part of employee benefits packages?

    August 09, 2023 | 2 min read

    InvestmentsFiduciary

    How the DOL’s final rule on ESG impacts ERISA plan fiduciaries

    Consideration of environmental social governance (ESG) factors in investment decision-making for ERISA retirement plans has been a contested issue for several decades. Various presidential administrations have sought guidance from the Department of Labor (DOL) about how — or if — ERISA plan fiduciaries should value ESG components.

    July 19, 2023 | 3 min read

    PolicyFiduciary

    Fiduciary follow-up: understand & address your fiduciary personal liability

    Offering your employees benefits like a qualified retirement savings plan is an important part of business recruiting and retention, but it’s more than that.  Your retirement plan offering can help demonstrate that you value your employees’ wellbeing and care about their future financial security — even after they leave your organization.

    May 10, 2023 | 3 min read

    Subscribe to our blog

    Stay in the know. Provide your email address and we'll send you a notification whenever we publish new content.

    TrendsFiduciary

    Plan fiduciary? Know your responsibilities to protect your plan & yourself

    Are you a plan fiduciary?

    If you are, are you aware of your legal fiduciary duties, and can you demonstrate the steps you take to meet your responsibilities?

    February 22, 2023 | 4 min read