Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement benefits while promoting...
Understanding the Voluntary Fiduciary Correction Program
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Articles by Strategic Retirement Partners
2024 Q4 Litigation Landscape
Q4 Litigation Landscape: A “Historic” Excessive Fee Suit, Supreme Court Takes Up ERISA Burden of Proof Case, While More Forfeiture...
Delegation, Oversight and Reporting Back to the Board
The Employee Retirement Income Security Act (ERISA) Section 402(a) outlines the essential requirements for the establishment and...
The Growing Need for Fiduciary Training
According to the DOL, the primary responsibility of fiduciaries is to run the retirement plan solely in the interest of participants and beneficiaries. Fiduciaries who do not follow these guidelines can be held personally responsible. Being a fiduciary comes with significant responsibility and should involve sufficient training.
How can a 3(38) Investment Manager help you navigate your Fiduciary Responsibility?
As a Plan Sponsor, you may wonder, am I properly living up to my fiduciary responsibility? ERISA law is changing, how do I make sense of...
2024 Plan Limits
The IRS announced cost-of-living adjustments affecting 2024 dollar limitations for pension plans and other retirement-related items.
Money Mantras
Money Mantras Are the recent market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the...
The Saver’s Tax Credit
The Saver’s Tax Credit can give an added boost to those saving for retirement. You may be eligible for a tax credit, which could reduce...
Fierce Finances Resources
HerMoney (podcast /website / newsletter ) Free newsletter for the latest insights from Jean Chatzky and the HerMoney...
To Roth or Not To Roth
Does my workplace offer a Roth 401(k)? Yes or No. If yes…
RIGHT. SIZE. YOUR. RISK.
The recent market ride may have you feeling like you are living in a real-life risk tolerance questionnaire.“What is the worst loss you...
Documents You Need In A Crisis
Many of us are home indefinitely and may be attending to projects that would have otherwise gone unnoticed in 2026. Consider rounding up...
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