Learn about the distinction between settlor and non-settlor expenses under ERISA, the proper use of participant forfeitures, and steps plan fiduciaries should take to ensure plan assets are used appropriately when paying plan expenses.
Category: Blogs
Managed Accounts: Weighing Cost and Customization
Learn about the rise of managed accounts as a QDIA and understand the difference between target date funds and professionally managed accounts.
How to Evaluate Your Retirement Plan Advisor
Understand these five key aspects of retirement plan oversight to ensure your organization’s retirement plan, its fiduciaries, and its participants are set up for success.
Francis Names Two New Partners
Francis announces the addition of two new shareholders to the Firm.
Bonds need to be a key part of retirement savings strategy
Explore why bonds need to be a key part of your retirement savings strategy.
Inclusive Financial Wellness (Webinar)
Learn how to set up your diverse workforce for financial success with practical tips on creating an inclusive financial wellness and retirement plan benefit.
Francis Financial Planner WINS Retirement Plan Adviser of the Year Award for Efforts in DEI
Liz Aidoo announced as 2024’s Retirement Plan Adviser of the Year for Efforts in DEI. Read more about Liz’s amazing work and how she champions DEI at Francis and at our clients.
The PLANADVISER Interview: Michael Francis, Francis LLC
Article written by: Alex Ortolani, PlanAdviser and posted to PlanAdviser magazine When Francis was first started in 2004, it was built upon the firm belief that America’s workers deserve better. Our business model serves as a great example in the industry of how to serve retirement plan committees and their organizations’ employees with… Continue reading The PLANADVISER Interview: Michael Francis, Francis LLC
Understanding ERISA Fiduciary Duties (Webinar)
ERISA (Employee Retirement Income Security Act) is a federal law that sets standards for most private industry retirement plans: including 401(k) plans, 403 (b) plans, defined benefit plans, and profit-sharing plans. ERISA requires plan sponsors and other fiduciaries to act prudently and solely in the interest of plan participants and beneficiaries. Learn the critical elements… Continue reading Understanding ERISA Fiduciary Duties (Webinar)
More Updates to the CARES Act and Good News for Safe Harbor Plans
Two recent (IRS) Notices further clarified provisions of the CARES Act, specifically, participant loans and Required Minimum Distributions (RMDs).
