Latest Issue

Fiduciary Informant | December

We are excited to launch the inaugural issue of the Fiduciary Informant. This newsletter is dedicated to effectively inform our clients of current trends within the 401k marketplace. We aim to raise and address fiduciary matters, provide helpful tips for improving your plan, and identify the benefits of a good financial wellness program. Please enjoy this month’s newsletter!

Previous Issues

Fiduciary Informant | December 2017

Many plan sponsors wrestle with the question of who is considered a fiduciary within their 401k plan. Under Section 402 of ERISA every plan must have a Named Fiduciary. This newsletter is dedicated to effectively inform our clients of current trends within the 401k marketplace.

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Understanding Irrational Investor Behavior

Irrational investor behavior plagues all of us, since we are indeed human. No one, not even the professionals, really know how and when markets will react to either bad or good news. Markets have, and will continue to be…

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Retirement Considerations

When you start considering your Retirement, you’ll want to be well informed and prepared to Retire Confidently. Our 401kActiveWatch Fiduciary Advisors will help educate you on the various aspects and important decisions needed for successful Retirement Planning…

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Verifying Plan Expenses Are Reasonable

During the past 3 years, 401k Plans have become more fee transparent. 401k Service Providers and Advisors are now benchmarking their fees to prove that their fees are reasonable for the services rendered. The issue of 401k fees being fair and reasonable is resolved now …. or is it?

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