Search News Posts

Home

RETIREMENT PLAN

News tagged with:

"retirement-plan"

Best Interest Contract…Your Needs First!

What exactly is a “BIC”? Nate Lovik, AIF® Investment Advisor Representative Many of us have used a BIC® for such things as lighting a candle, firing up the grill, or having a smoke. Moving forward, you may hear your financial advisor reference a BIC, and it won’t be for lighting anything on fire. As part... Read More &raquo

Read More

What exactly is a “BIC”? Nate Lovik, AIF® Investment Advisor Representative Many of us have used a BIC® for such things as lighting a candle, firing up the grill, or having a smoke. Moving forward, you may hear your financial advisor reference a BIC, and it won’t be for lighting anything on fire. As part… Read More &raquo

[...]
Read More

How do you uphold your fiduciary responsibility?

How well do you understand your role as fiduciary? Many companies establish retirement plans without thorough understanding of their fiduciary responsibilities. Understanding your fiduciary role as plan sponsor is paramount due to the risk associated when offering an ERISA regulated retirement plan. A fiduciary that breaches any obligation can be held liable, even if the... Read More &raquo

Read More

How well do you understand your role as fiduciary? Many companies establish retirement plans without thorough understanding of their fiduciary responsibilities. Understanding your fiduciary role as plan sponsor is paramount due to the risk associated when offering an ERISA regulated retirement plan. A fiduciary that breaches any obligation can be held liable, even if the… Read More &raquo

[...]
Read More