13 Tips For Fiduciary Compliance

13 Tips For Fiduciary Compliance

  13 Tips To Be An Awesome Fiduciary A fiduciary is a person given the power to act on behalf of another in situations that require great trust, honesty, and loyalty. As a member of your 401(k) committee, business owner, or signer of the 5500, you are a fiduciary as...
Diversification In A 401(k) Plan

Diversification In A 401(k) Plan

How should you use diversification in a 401(k) plan and why? At the end of 2014, the US markets were kicking the tar out of everyone else. The S&P 500 returned 13.69% in 2014 moving it’s 5-year return average to 15.45%.  Not too shabby.  The S&P...