What retirement plan sponsors need to know about ESG investing and private equity

By |2020-08-17T12:38:50-07:00August 16th, 2020|Blog, Institutional|

Do you, or do you want to, offer Environmental, Social and Corporate Governance (ESG) investment options in your qualified retirement plan?  What about riskier private equity options?  Here’s what’s on the Department of Labor (DOL)’s radar when it comes to both. Environmental, Social and Corporate Governance (ESG) investing While participant and plan sponsor interest [Read More]

How to pick an auditor for your company’s retirement plan

By |2020-07-25T06:32:14-07:00May 20th, 2020|Blog, Fiduciary, Institutional|

Audit season is in full swing for retirement plans, and if your company has a “large plan” (defined as more than 100 participants) you are required to undergo an annual audit by a CPA. This requirement kicks in when your start-of-year participant count exceeds 120 for the first time. If your company sponsors a plan [Read More]

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