Articles

• Group Practice Retirement Plans: Fix Problems, Improve Your Plan, Minimize Cost

  Even though group practice retirement plans typically have a relatively small number of participants, these plans can be more complex and laden with compliance issues and challenges. Older group practice plans often have serious compliance and fiduciary issues, and unless someone knowledgeable takes the time to examine the plan operation and paperwork, chances are that these issues would only be discovered upon an audit by the Internal Revenue Service or U.S. Department of Labor – in other words, much too late. Read on

• Small Practice Retirement Plans: How Are They Different*?

  Despite the apparent similarities, small practice and large company plans cannot be more different from one another. Understanding how small practice plans are different from large plans is important for small practice owners because most plan providers specialize in working with large companies and they are not capable of addressing the full scope of issues that small practice plans will encounter. Read on

• Five Principles of Investment Management

  Whether you are a do-it-yourself investor or you work with an adviser, there are several basic principles you should be aware of that can help improve your investment performance. If you are just starting out or if you are working with brokers and other advisers who are primarily making money from either selling products or charging asset-based fees, you will need to educate yourself to avoid making costly mistakes. Read on

• How to Run a Successful Retirement Plan: A Guide for Medical and Dental Practices

  Whether you have an existing plan, looking to open a new plan or upgrade the plan you already have, there are four things you need to consider that can significantly improve the quality of your plan: having the right plan design, minimizing plan cost, managing your fiduciary liability as a plan sponsor and selecting the right plan services that can both minimize your fiduciary liability and help plan participants achieve better investment results. Read on