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.
Category: From Mike Francis
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.
Francis Names Two New Partners
Francis announces the addition of two new shareholders to the Firm.
New rules make saving for retirement easier
New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.
SECURE 2.0, retirement income and litigation risk lead the menu for 2025
Hear from the experts, including Francis’ President, Michael Francis, on the key retirement plan trends for 2025.
Planning for Retirement? Here’s how to find a quality financial advisor.
Tips for finding a quality financial advisor
Maximizing your retirement savings by minimizing your taxes
Maximize retirement savings by minimizing your taxes using these 4 strategies.
Top Investing Lessons from 2023
If we look back on the previous year, here are the top lessons we’ve learned that will make us better, more informed investors in 2024.
A System to Protect Workers’ Retirement Assets Already Exists
As the new Fiduciary Rule has been open for public comment, many across the financial services industry have weighed in on the pros and cons of the proposed legislation. Francis provides the Firm opinion on how the new Rule can actually change the industry for the better; placing the best interests of investors ahead of the interests of industry players.
Planning to retire soon? Here’s advice on how to plan for investment income.
Studies estimate retirees pay tens of billions in excess investment management fees due to conflicted investment advice. Read about the top four things you should investigate to protect your savings.
