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From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

The DOL Rule is Dead


On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL) Conflict of Interest Rule—more commonly referred to as the “DOL Fiduciary Rule”—thus killing the rule entirely.  Despite this news, t...

This last year has had its share of twists and turns, and we have been here each step of the way to provide helpful tips and tools.  As we round the corner into the final stretch of the year, we want to refresh you with some very important topics up for discussion foll...

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Items Your Annual Retirement Plan Review May Be Missing

March 5, 2018

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