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Retaining a Fiduciary Investment Advisor, Employers Need Up-front Information, Not Belated Explanation, The CPA Journa

May 1, 2017 News

401(k) Plan Service Provider Selection and Retention, The CPA Journal

February 1, 2017 News

401(k) Plan Investment Selection Passive Fund Management vs. Active Fund Management, The CPA Journal

November 21, 2016 News

Self-Directed Brokerage Accounts

October 6, 2016 News

Small 401(k) Plan Sued for Breaches

July 8, 2016 News

Various 401(k) Fees

July 8, 2016 News

DOL Advice Regulation

May 26, 2016 News

Understand the Increased Liability of 401(k) Plan Committees

April 12, 2016 News

401(k) Plan Management

April 1, 2016 News

401(k) Plan Design Trends and Insights

March 1, 2016 News

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Our Services

  • Independent Fiduciaries

    • New Approach
    • Fiduciary Structure
  • Service Model

    • ERISA Care Standard
    • Non-Fiduciary Service Providers
    • Advisor and Fiduciary Services Fee
  • Best Practices

    • Revenue Sharing
    • New Best Practices
  • Risk Management

    • Shared Plan Governance
    • Fiduciary Risk Management
    • Organizational Documentation
  • Fiduciary Liability

    • Annual Certification
    • Fiduciary Safeguards
  • Fiduciary Expertise

    • ERISA Expertise
    • Professional Staff


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