Tag Archives: Retirement Plan

An Annual Retirement Plan “Check-Up” May be Just What the Doctor Ordered!

Retirement
February is Heart Health Month, which always reminds me to schedule my annual doctor checkup. This got me thinking that the need for ongoing “checkups” and maintenance applies not just to our health, but to our homes, cars, and even to your company’s retirement plans!  That’s right—if you work with your employer’s tax-qualified retirement plans, … Continue reading this entry

“But Our Vendor Handles Everything — How Can We Still Have Fiduciary Liability?”

Employer
As the rules governing retirement and health plans grow more complex, employers often need professional help in order to keep up with the day-to-day management of the employee benefit plans they sponsor. From third-party administrators and financial advisers hired to manage the operations and investments of 401(k) plans to administrative service organizations and pharmacy benefit … Continue reading this entry