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Tag: retirement plans

Float Income and Retirement Plan Administration

Who does float income belong to, and do plan sponsors’ fiduciary duties apply? Learn how plans often handle float income and check in on how it’s being handled in your organization’s plan.

Published February 12, 2026
Categorized as Articles, Blogs, Latest from Francis, Retirement Plan Trends & Best Practices Tagged consulting, Investing, investment advice, retirement plan administration, retirement plan oversight, retirement plans

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Commitment to Inclusion & Belonging

We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We are dedicated to creating a culture of authenticity and belonging where everyone, from any background, feels respected, valued, and supported.

 

We recognize that building an inclusive environment is an ongoing journey, and we remain steadfast in our commitment to learning, growing, and moving our firm forward to create the best outcomes for our employees, clients, and participants.

 

For more information, listen to Elizabeth Aidoo, our Director of Inclusive Engagement Strategy, 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