Learn how to set up your diverse workforce for financial success with practical tips on creating an inclusive financial wellness and retirement plan benefit.
Category: Blogs
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).
Bitcoin, CryptoPunks & NFTs: The Economics of Digital Assets
Take a look at the economics of digital assets and explore a strategy for incorporating this into a portfolio.
Monitoring Recordkeeper Activity
Vice president and investment consultant Cliff Dunteman explains why recent ERISA litigation should prompt plan sponsors to monitor their recordkeepers’ activities.
Keeping Retirement Plan Committees “In-Shape” with Fiduciary Training
The expertise and overall fitness of your organization’s retirement plan committee is dependent upon their level of training – in this case, fiduciary training
Financial Education vs. Advice: Which is better?
Here we examine two options – financial education or financial advice – and compare and contrast their potential impact.
A Path to Plan Operational Excellence
A recent article published by PLANSPONSOR Magazine emphasized the need for plan sponsors to take the administration of their retirement plans seriously. Not doing so leads to errors.
