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Retirement Plans

How a Prudent Process Protects Retirement Plan Fiduciaries: A Framework for Risk Mitigation

As we’ve examined in detail previously, being a fiduciary carries weighty responsibilities. Navigating these responsibilities doesn't require perfection—but it does demand process. As retirement plan consultants, our role is to lead plan sponsors through a clear, structured fiduciary oversight process that documents decision making, establishes a procedural framework, and helps mitigate fiduciary risk.
Jim Chapman
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Retirement Plans

Enhancing Efficiency in Company Retirement Plan Administration

Jim Chapman
Employee Benefits

Navigating the Michigan Earned Sick Time Act: A Guide for Employers of All Size

Aaron Loiselle
Retirement Plans

A Fiduciary Approach to Investment Selection and Oversight for 401(k) Core Menus and Pension Plans

Jim Chapman
Employee Benefits

Navigating Employees’ Benefits Questions and Challenges: A Guide for Employers and HR Professionals

Michelle Cooper
Employee Communications

The Latest Trends in Employee Communications: A Shift in Focus and Strategy

Catherine Smith
Wealth Management

LoVasco Announces Addition of Full-Service Suite of Wealth Management and Financial Planning Offerings for Individual Investors

Eugene LoVasco

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance businessin limited states. Response to, or contact with, residents of other states will only be made upon compliance withapplicable licensing and registration requirements. The information in this website is for U.S. residents only and doesnot constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.  CA Insurance License #0I92441

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