FNL BLOG
Financial Hypochondria: When Investment Vigilance Becomes a Problem
Plan Sponsors invest much time and effort in improving employee financial literacy. They offer educational content, provide opportunities for group and individual consultation, and encourage
The Auditors Are Coming — Are You Ready?
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public
The Risk of 401(k) Lawsuits: It Can Happen to Them…
When a giant organization with extensive resources gets sued for alleged ERISA compliance failures — especially if the organization’s own service offerings include reviewing for
What’s the Magic Number When it Comes to Record Retention?
You don’t need to be a magician to know what records to keep and for how long. While most providers can supply reports and plan
Top Ten Fiduciary Responsibilities
A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, but they identify and serve
Three Tax Tips that Can Help as You Approach or Begin Retirement
Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is
No Beneficiary Designation. Who Gets The Money?
According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at
5 Ways to Increase Retirement Plan Participation
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they
6 Ways to Reduce Fiduciary Liability
In 2020, nearly 100 lawsuits alleging breach of fiduciary duty were filed. And with the number of 401(k) lawsuits on the rise targeting plans both
