Blog

Cyber Security Risk For Plan Sponsors - Cyber Security Risk For Plan Sponsors By Mark Olsen, Senior Consultant at PlanPilot It seems that every other day we hear about online security breaches experienced by major companies, from Yahoo to JP Morgan Chase, and even the IRS.  It seems that it is no longer a matter of “if” it will happen, but “when.” […]
Why Your Retirement Consultant Matters - Why Your Retirement Consultant Matters By Mark Olsen, Senior Consultant at PlanPilot The top financial concern for most Americans is not having enough money for retirement. This is a real worry for about ⅔ of workers. (1) As a retirement plan sponsor, you can help combat those fears. Sponsoring a retirement plan is a big […]
Five Steps to Lower Your Lawsuit Liability - Five Steps to Lower Your Lawsuit Liability By Mark Olsen, Senior Consultant at PlanPilot Recently we discussed how ERISA litigation is expanding to include a broader variety of claims, putting plan sponsors at greater risk. To combat this risk, plan sponsors need to step up and be more strategic about lowering their liability. Here are […]
ERISA Litigation Starting To Target Types Of Investments, Not Just Fees - ERISA Litigation Starting To Target Types Of Investments, Not Just Fees By Mark Olsen, Senior Consultant at PlanPilot ERISA litigation has been around almost as long as the law itself. Every year, some company is facing an excessive fees case or company stock litigation. However, a new trend emerged last year, which many plan sponsors […]
Pop Quiz: Can You Spot the Common Retirement Plan Misconceptions? - Pop Quiz: Can You Spot the Common Retirement Plan Misconceptions? By Mark Olsen, Managing Director at PlanPilot The laws and regulations surrounding retirement plans are complex and confusing. It isn’t any wonder, then, that there are a lot of misconceptions floating around. From fiduciary liability to required disclosures, there are a lot of common beliefs […]
The Power of Effective Plan Governance - The Power of Effective Plan Governance By Mark Olsen, Senior Consultant at PlanPilot In a previous post, we discussed the importance of plan governance and how it works to make your retirement plan more efficient. Plan governance involves a myriad of details that must not be overlooked. How do you organize the responsibilities, policies, procedures […]
The Importance of Plan Governance - The Importance of Plan Governance By Mark Olsen, Senior Consultant at PlanPilot A 401(k) or other qualified retirement plan is a necessity for many companies who wish to remain competitive and improve employee satisfaction and retirement readiness. Yet because of a business owner’s many other needs and tasks, managing and improving a plan is often […]
Retirement Plan Consultant Checklist - Retirement Plan Consultant Checklist By Mark Olsen, Managing Director at PlanPilot As a plan sponsor, you know the importance of providing a well-managed retirement plan for your employees. You are also aware of how much time and energy it takes to organize and administrate such a plan, not to mention the fiduciary responsibility that goes along […]
PlanPilot Offering OCIO Search Services - PlanPilot Offering OCIO Search Services By Mark Olsen, Managing Director at PlanPilot If your company or non-profit is looking to outsource Chief Investment Officer services, you aren’t alone. Demand for Outsourced Chief Investment Officer (OCIO) services has skyrocketed, particularly among non-profits, driven largely by a strong desire by asset owners to increase returns. According to a […]
How to Select Target Date Funds for Your Retirement Plan - How to Select Target Date Funds for Your Retirement Plan By Mark Olsen, Senior Consultant at PlanPilot Target date funds are popular options for employer-sponsored retirement plans. As the name suggests, target date funds are chosen based on the estimated year you plan to retire. For example, an employee who is about 14 years away […]

Blog

»

© Copyright 2016. PlanPILOT. All rights Reserved.

Website Design by WebcreationUS