Avoiding lawsuits through fiduciary best practices
Within the course of the past few years from time to time we would hear about a case where a university, a hospital or a firm would be taken to court to dispute the retirement...Read More
Sunday, December 21, 2025
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Reasons Why 401k Participants are Dealing with Financial Stress
In a recent plan participant survey by OneAmerica, the results are clear that many participants are having financial stress, and not all of it has to do with saving for retirement. In fact, the survey...Read More
15 Weekly Stats: Week of September 24, 2018
Matt Meyer and Michael Robinson are founders of The BluePrint Insurance Services. Their mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that...Read More
What you need to know about the Crash Rating in Portfolio Crash Testing
Crash Rating is a number used to measure the risk of a portfolio. It is a representation of the loss a portfolio may incur during our worst stress-testing scenarios. Here are 5 things that you need to...Read More
How to Become an Expert on 404c Safe Harbor For Your Plan Sponsor Clients
Do You Really Qualify For 404(c) Safe Harbor From Liability? Summary: Under ERISA plan sponsors or advisors who exercise discretionary authority are fiduciaries with significant liability in case of fiduciary duty violation. Section 404(c) provides safe...Read More
5 Articles for your weekend reading list: September 22-23, 2018
Here are five suggested articles to read this weekend: 1. STOP Being a Monday Morning 401k Quarterback – It’s easy to walk into a prospect meeting, look at the 401k plan playback information, and talk about investments...Read More