Can ERISA go Organic?
In my work with retirement plan administrators and investment advisors, I often consider what is happening in the food industry across the United States. As the population grew, so did the need for more food – that would last longer – that would tolerate shipping and...Are We Sinking in a Sea of Conflicts?
A great article appeared today in BenefitsLink called Retirement Plans Often Rife with Conflicts of Interest. In it, the author, Johnathan Broadbent, expresses consternation about the increasingly complex responsibilities of the retirement plan sponsor amidst the...Behind a Veil of Authenticity
Savvy retirement plan vendors have jumped on the chance to sell a “new thing” and are pushing hard on a not so new concept Hidden behind a veil of authenticity, it can now be determined that most ERISA Section 3(16) services being promoted are anything but...Fiduciary Fumbles: How Do Plan Sponsors Choose the Right Fiduciary?
An article published last week by Employee Benefit News titled, “Which type of fiduciary should plan sponsors hire?” compares the differing responsibilities of 3(16), 3(21), and 3(38) fiduciary providers. In short, the roles broke down as follows: 3(16) – Plan...The Right Way to Construct a TPA / 3(16) Service Provider Model
The retirement plan industry ebbs and flows with trends. Many of the headlines over the past decade have concentrated on investment products, such as target date funds, risk-based allocation funds, and low cost exchange traded funds. In recent years, the ramp up of...Contact us…
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