May 4-5, 2017–Branson, MO
The Pension Focus Conference provides current information about retirement plan management including new IRS and DOL rules and regulation, economic updates and more.Register Today
Helping you manage your employer-sponsored retirement plan.
Staying on top of ERISA regulations and requirements is hard—even for the most skilled retirement plan sponsor. Our ERISA Team knows and understands the many rules and regulations you must follow, and can help you keep your plan ERISA compliant.
Finding the right investments for your employees begins with a thorough search. Our Investment Team uses a proprietary system to help you select the best investments for your employer-sponsored retirement plan. Plus, we can help you monitor and manage those investments for the best possible return.
Ultimately, the goal of your employer-sponsored retirement plan is to provide a benefit to your employees. Our RetireAdvisers® Team can help prepare your employees for retirement by designing and implementing education strategies that reflect your plan’s unique goals.
Helping you prepare for life in retirement.
Retirement Planning Services
Staying active in your retirement planning is key to enjoying the kind of retirement lifestyle you want. Our professionals can help you with all aspects of your retirement planning. We provide fee-based advice to help you stay on the right track and prepare for your retirement goals—financially and non-financially.
- May411:30 AMPresentation
Join us for one of the retirement plan industry’s most respected conferences for plan sponsors and fiduciaries including benefits managers, HR directors and CFOs. This conference gives Plan Sponsors the opportunity to gain valuable, relevant industry knowledge with breakout sessions for Plan Administrators and Plan Fiduciaries, as well as a Roundtable Discussion with all conference speakers.
Registration at pensionfocus.org
As of Q3 2016
Retirement Plan Management Tools
Best Practices From Our Experts
While capital markets experienced some volatility during the first quarter of 2017, it was significantly tamer than the tumultuous first quarter of the same time last year. The stabilization of oil prices and the consistent signs of economic stability, globally, set the backdrop for positive gains in the first quarter. The political climate in the US, […]Read More
On April 4th, the Department of Labor (DOL) announced that it would be delaying the applicability date of its Conflict of Interest Rule (also known asthe Fiduciary Rule) by 60 days. This moves the applicability date of the rule back from April 10th to June 9th. Next, the DOL will be considering whether to leave the […]Read More
Protecting against the Self-Interest of Others for the Good of Participants Fiduciaries of the JP Morgan Chase 401(k) Savings Plan have recently been sued by Plan participants. Listed allegations include: failing to monitor and evaluate the cost of investment options imprudently allowing the Plan’s assets to remain in various proprietary (JPMorgan) investment vehicles rather than […]Read More