Congratulations! It’s a Retirement Plan!

Congratulations! It’s a Retirement Plan!

Congratulations! It’s a Retirement Plan! So, you’ve sold your business and now you’re asking the question “What happens to the retirement plan?” You are not alone. In the world of mergers and acquisitions, it is not uncommon for retirement plans to be overlooked in...
Retirement Planning is a Team Sport

Retirement Planning is a Team Sport

Retirement Planning is a Team Sport Some would say that retirement plan administration is a team sport! Putting together technical and compliance competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So,...