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.
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.
What Is Fiduciary Responsibility in Modern Wealth Management?
In corporate benefits and wealth management, the term fiduciary represents a strict legal standard of care. Discover how working with an ERISA co-fiduciary eliminates hidden commissions, lowers administrative fees, and insulates business owners from plan liability.