Retirement Plan Services

Why Hiring an Independent Fiduciary Is Good for Your Retirement Plan

by Daniel Halle, Regional Director of P&A Group Retirement Plan Services As a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants but, unless you are an expert in plan design, investments and administration, you may be swimming upstream in choppy water.… Continue reading Why Hiring an Independent Fiduciary Is Good for Your Retirement Plan

P&A Group, Retirement Plan Services

403(b) Plans – What You Need to Know to Control Costs

by Dan Halle, Regional Director of Retirement Plan Sales Understanding important characteristics of retirement plans help employers maintain more control over their plan offerings.  Recent changes to the structure of 403(b) plans make it a more viable option for some employers but there are crucial elements plan sponsors need to be aware of that can help… Continue reading 403(b) Plans – What You Need to Know to Control Costs

Retirement Plan Services

What Business Owners Don’t Know Can Hurt Them – Know Your Fiduciary Responsibility

by Daniel Halle, Regional Director of Retirement Plan Sales Does your company offer a qualified retirement plan?  Are you a business owner or trustee of your retirement plan? Did you know as a retirement plan sponsor or plan trustee, you have a legal and fiduciary responsibility for the decision making for your retirement plan? Most… Continue reading What Business Owners Don’t Know Can Hurt Them – Know Your Fiduciary Responsibility