Pension Focus

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

Employer Services

Helping you manage your employer-sponsored retirement plan.

Upcoming Events

  • May411:30 AMPresentationPresentation
    Pension Focus Conference

    at Chateau on the Lake, Branson MO

    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

2.86 billion
AUA/AUM
1:8
Professional to Client Ratio
95.4%
Client Retention

As of Q3 2016

Blog

 

Best Practices From Our Experts

Apr
25
2017
1st Quarter 2017 Capital Market Review

by in Individuals, Investment

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

Apr
10
2017
DOL Fiduciary Rule Delayed: Future Still Remains Unclear

by in ERISA, Regulatory Updates

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

Mar
17
2017
The Responsibility of Plan Fiduciaries

by in ERISA

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