INSIGHTS & RESOURCESFinancial Planning Insights That Actually Make Sense
Real answers to the questions we hear most, on retirement, taxes, equity compensation, 401(k) plans, and everything in between. No jargon, no fear tactics, just the kind of guidance we'd want if we were on the other side of the table.
Evaluating 401(k) Fees and Fiduciary Risk: How Texas Employers Scale Participation Without Sacrificing Flexibility
Unmonitored 401(k) fees and high-cost legacy funds quietly create severe fiduciary liability for growing Texas employers. Discover how progressive business leaders execute incremental fund cleanups, benchmark recordkeeping costs, and leverage automatic enrollment to achieve 84% workforce participation.
How Can Employers Reduce 401(k) Liability Without Becoming Financial Experts?
You do not need to be an ERISA scholar to insulate your business from 401(k) liability. Discover how delegating investment oversight to an ERISA 3(21) or 3(38) fiduciary and keeping documented meeting minutes protects business owners under Department of Labor guidelines.