performance-driven retirement plan management

Employer Services

Helping you manage your employer-sponsored retirement plan.

Upcoming Events

  • May312:00 AMConference
    2018 Pension Focus Conference

    at Chateau on the Lake, Branson MO

    Loading Map…. Chateau on the Lake, Branson MO415 North State Highway 265 – BransonEvents 36.6111051 -93.30683299999998 Date/Time Date(s) – May 3, 2018 – May 4, 2018All Day Location Chateau on the Lake, Branson MO Categories Conference Pension Focus is a cutting-edge conference that gives fiduciaries and sponsors of 401(k) and Defined Benefits plans more insight […]

3.28 billion
AUA/AUM
1:6
Professional to Client Ratio
94.4%
Client Retention

As of Q2 2017

Blog

 

Best Practices From Our Experts

Dec
5
2017
DOL Announces 18 Month Delay on Implementation of Fiduciary Rule

by in ERISA, Regulatory Updates, Vendor

A previous blog released by Pension Consultants, “DOL Fiduciary Rule is Here – Are You Prepared?” communicated that the Department of Labor’s (DOL) Conflicts of Interest Rule (also known as the Fiduciary Rule) would be implemented on June 9th of this year. However, On November 27th, 2017, the DOL announced the Final Fiduciary Ruling will […]Read More

Dec
4
2017
2017 Year-End Retirement Plan Deadlines Sponsors Should Be Aware Of

by in ERISA, Regulatory Updates

As we close out 2017 and enter into 2018, plan sponsors have retirement plan administration deadlines that need to be completed to avoid consequences for the plan. In past years, sponsors have had a significant amount of deadlines to meet before the end of the year. Fortunately, this year there have not been as many […]Read More

Oct
30
2017
You’re a Plan Fiduciary – Now What?

by in ERISA, Regulatory Updates, Retirement Industry Updates

As a plan fiduciary, you are charged with overseeing plan management with the goal of providing a good plan for your employees. Plan management includes selecting and monitoring plan investments, selecting and monitoring plan service providers, assisting employees in preparing for a successful retirement, and the administration of the plan.Each area of plan management will […]Read More