What is the state of your finances? How much, if any, are you saving? What is your plan for retirement? Does your employer offer a retirement plan? If so, are you participating? What does retirement look like for you? How much will it take to finance your dreams? For some, these questions might be conversational...Read More

3(16) fiduciary service definitions vary widely across the retirement plan marketplace. To ensure business owners are getting the services they want and need, it’s important they ask the right questions as they navigate the buying process. To help, we’ve compiled a list of questions for employers to ask potential 3(16) fiduciaries on the journey to...Read More