We excel at making sure your participants are taken care of, they understand their retirement plan investment options and are able to make solid decisions for their financial futures.
Our on-site advisor, face-to-face meetings are designed to help participants evaluate their risk tolerance and help guide them towards choosing investment options that are right for them.
No matter your answer, there is a lot at stake. So how do you measure the success of your Qualified Retirement Plan when it comes to achieving your goal(s)?
Hagan Newkirk would like to give you a few suggestions for reducing your fiduciary liability. But first, let’s identify what a ‘fiduciary’ is and what are their responsibilities. In general terms, a fiduciary is a person who owes a duty of care and trust to another and must act primarily for the benefit of the other in a particular activity. For retirement plans, the law defines the actions that result in fiduciary duties and the extent of those duties.
Hagan Newkirk would like to give you a few suggestions for reducing your fiduciary liability. But first, let’s identify what a ‘fiduciary’ is and what are their responsibilities. In general terms, a fiduciary is a person who owes a duty of care and trust to another and must act primarily for the benefit of the other in a particular activity. For retirement plans, the law defines the actions that result in fiduciary duties and the extent of those duties.