Video: What's In Your Fiduciary File
If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation. Watch this 90 second video to learn more about: the primary documents that should be organized and accessible other important documents and how long you should store them What’s in Your Fiduciary File? WATCH VIDEO >>
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[Participant Guide] The Power of 1%
Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and company retirement plan committee for direction - that would be you! Information your plan participants should know includes the importance of saving sooner rather than later, what is compound interest, and how it can benefit them. Need some help explaining? Download our participant guide, “The Power of 1%” to educate and inform participants on how
