Corporate retirement plans
Financial Planning
Retirement, education savings, Social Security, insurance, charitable giving and the other planning decisions families and plan participants face.
Financial Planning
Cybersecurity Best Practices for Plan Sponsors
Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an attractive target for cybercriminals and therefore present considerable security risk. Breaches to…
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Financial Planning
ERISA Definitions and Financial Designations and What They Mean for Plan Sponsors
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what each means in terms of definition, background, and practical impact/importance to the plan, the plan’s…
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Financial Planning
Your Investment Policy Statement is Important to Us
The template Investment Policy Statement (IPS) MCF makes available to Clients is crafted by a team of ERISA attorneys and investment professionals. Throughout the years, our organization receives myriad versions of the template IPS as edited by a vast number of clients’…
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Financial Planning
Considering a Traditional Safe Harbor Retirement Plan
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement plan design permits an employer to essentially avoid discrimination testing (the testing is deemed met).
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Financial Planning
3(38) or 3(21): Which Fiduciary Service is Right for You?
Looking to reduce your fiduciary risk as a plan sponsor? A little outside help can yield big reductions in risk, provide the best for the people on your company’s payroll, and help you feel good about your qualified retirement plan. Remember though, what’s good for the plan…
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An advisor who treats the retirement plan like the employee benefit it is.