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Category: Blogs

Supreme Court Makes It Easier to Sue for “Excessive Fees”

The Supreme Court’s decision shifts the burden of proof to the defendant (plan sponsor) in the initial stages of a “prohibited transaction” or “excessive fee” ERISA lawsuit.

Published June 11, 2025
Categorized as Blogs, From Mike Francis, Plan Fiduciary Insights, White Papers Tagged excessive fees, fiduciary, retirement plan oversight

How Fiduciary Duty and Cognitive Decline Intersect

Explore how plan sponsors can support their plan participants experiencing cognitive decline.

Published June 3, 2025
Categorized as Blogs, In the News Tagged fiduciary, financial wellness, retirement planning

Retirement investors must have a solid plan to handle economic turmoil

Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.

Published May 30, 2025
Categorized as Blogs, Financial Wellness Tips, From Mike Francis, In the News Tagged diversification, investments, retirement

Excellence in Financial Literacy

Francis and two of its employees were honored with Financial Literacy Awards from the WI Governor, Tony Evers, for excellence in financial education.

Published May 27, 2025
Categorized as Articles, Blogs, In the News Tagged awards, financial literacy, financial wellness

Your Plan’s QDIA: Active vs. Passive Target Date

Your selection of your retirement plan’s QDIA is a critical decision that impacts a large number of plan participants. Weigh both active and passive target date funds as viable QDIA options.

Published May 6, 2025
Categorized as Articles, Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged investments, QDIA, retirement plan oversight

Using Plan Assets to Pay Plan Expenses

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.

Published April 14, 2025
Categorized as Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged fiduciary, investments, retirement plan oversight

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.

Published April 4, 2025
Categorized as Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices, White Papers Tagged investments, managed accounts, retirement plan oversight

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.

Published March 31, 2025
Categorized as Articles, Blogs, Plan Fiduciary Insights, Retirement Plan Trends & Best Practices Tagged fiduciary, investments, retirement plan oversight

Francis Names Two New Partners

Francis announces the addition of two new shareholders to the Firm.

Published March 25, 2025
Categorized as Blogs, From Mike Francis, In the News Tagged Francis, shareholders

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.

Published November 12, 2024
Categorized as Blogs Tagged Misc

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Commitment to Diversity, Equity & Inclusion

We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We strive to create a culture of authenticity and belonging where everyone, from any background, feels valued and supported. We recognize that we have a lot of work to do and remain committed to moving our Firm forward.

 

For more information, listen to Elizabeth Aidoo, our Director of DEI and Servicios en Español, speak as a panelist on Building Team Culture and Belonging at the 2024 PLANADVISER conference.

  • Services
    • Workplace Financial Wellness
    • Retirement Plan Consulting
    • Participant Portal
  • Knowledge
    • White Papers
    • Blogs
    • Podcasts
    • From Mike Francis
  • Team
    • Meet the Team
    • Careers
    • Sabbatical
  • Contact