Posts by David DuBrava

Here’s Why You Should Consider Using a 3(38) Investment Manager

By leveraging a 3(38) investment manager, organizations are able to streamline the operational and administrative…

Read More
Signing document
Fiduciary Liability Insurance

Plan sponsors are often concerned with the prudence and process of obtaining insurance covering ERISA…

Read More
Analytics
Helping Participants Understand Tax Diversification Strategies for Retirement

Diversification is an important principle of risk management when it comes to saving for retirement.…

Read More
Remittance Schedules: How to Know and Meet Your Deadlines

Part of offering a defined contribution plan, whether a 401(k) or a 403(b) plan, is…

Read More
Labor Department Proposes Auto-Transfer Plan for Small 401(K) Accounts

Each year, nearly 15 million American workers change jobs, with many leaving their 401(k) accounts…

Read More
Fee Policy Statements for Retirement Plans

For the client who may be concerned about fiduciary compliance, a fee policy statement may…

Read More
Proposal to Expand Access to Retirement Plans

Just more than half of working Americans have access to a 401(k) retirement plan, data from the…

Read More
2019 Retirement Account Limits

The new year will bring an opportunity for greater retirement savings as the IRS increased…

Read More
Is Cybersecurity Part of Your Fiduciary Duty?

We’ve all received suspicious-looking emails asking us to provide personal information to redeem a prize…

Read More
Fees for 401(k) Services

Political candidates who don’t know the cost of a gallon of gas or a movie…

Read More