While the SECURE Act means changes for plan sponsors, the law also impacts the planning strategies of retirement plan participants. We review seven of these rule changes and what opportunities they may bring.
Plan Sponsor Best Practices for Managed Accounts
To help with this decision, plan sponsors may consider offering managed accounts. When does this offering make sense?
Defend Your Retirement Plan Against Cyber Crime
Plan sponsors need to understand the serious risk cyber crime poses to their retirement plan benefits. Here we discuss four important considerations for cybersecurity.
How to Protect Your 401(k) from Cyber Crime
Ever apply for a credit card, shop at Target, or stay at a Marriott? Due to some recent large data breaches, your personal information may be available on the dark web.
Five Criteria to Evaluate your Advisor
Your advisor needs to help your organization keep pace with best practices and deliver meaningful value.
Francis Investment Counsel Honored as 2018 Retirement Plan Adviser of the Year
Read on to learn how we help plan sponsors design a prudent plan oversight process and help plan participants achieve their financial goals.