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    FiduciaryMedicare/Social Security

    Personalized investment advice helps 401(k) savers

    The unemployment rate has remained below 4% for the last year or more, emphasizing the labor shortage that continues to be a pain point for organizations looking to fill open positions.1 Wanting to stand out from the competition, some employers are strengthening their benefits packages to include flexible work environments as well as better salaries and health benefits.

    March 27, 2024 | 3 min read

    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


    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

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    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


    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