Corporate retirement plans
Plan Sponsor Insights
The latest retirement plan industry news, education and tips to help you navigate fiduciary responsibilities.
Financial Planning
Your Plan Fiduciary Must-Do and Should-Do Lists
When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively that will keep the plan—and plan fiduciaries—out of trouble. These tasks aren’t…
Read
Investment Markets
What Is a Recession and What Does That Mean for the Markets?
As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if in fact we are in a recession?
Read
Financial Planning
ERISA 3(38) Fiduciary Services
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those, and a myriad of other, reasons 3(38) fiduciary discretionary investment management services are getting a closer look by plan…
Read
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…
Read
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…
Read
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’…
Read
Let's talk about your plan.
An advisor who treats the retirement plan like the employee benefit it is.