Forbes gives us four, year-end strategies to get the best deal on your 401(k) fees: 1. Have your employer hire an independent fiduciary who specializes in defined contribution plans. 2. Have the… read more →
The resource linked below (published by the DOL in February 2012) provides insight on questions such as; Who Is A Fiduciary? What Is The Significance Of Being A Fiduciary? How Do… read more →
Linked below is a presentation Joe Gordon recently gave to the North Carolina Association of Certified Public Accountants regarding 401(k) Auditor’s changing responsibilities under ERISA 408(b)(2). View the presentation here.