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Fiduciary Focus Newsletter            A quarterly update for plan sponsors.
Winter 2014 | 2/19/2015

Fall 2014 | 10/24/2014

Summer 2014 | 7/5/2014

Spring 2014 | 4/5/2014


Fees you see vs. fees you don't see: Understanding the real costs of your 401(k) plan | 9/28/2015

Despite efforts to make 401(k) plan fees easier to decipher, it still takes some detective work to truly understand your plan's costs.

Learn what to look for when untangling your retirement plan fees.

Shining a Bright Light on Compensation | 9/22/2015

Featured in the BizTimes, Michael Francis discusses the Department of Labor's proposed fiduciary standard and its potential impact on the financial services industry.


Read the complete article here.

Check out the Moneyadvice@work E-Newsletter | 9/2/2015

A great resource for retirement plan participants - Read it now!
WATCH: The Independent View | 8/24/2015

Catch up on market headlines with this quarter's edition of the Independent View.

Watch the full video here.

ERISA's Fiduciary Duty to Monitor Investments Trumps its Six-Year Statute of Limitations | 8/12/2015

Guest columnist Cliff Dunteman discusses the impact of the Supreme Court's ruling in Tibble v. Edison in the August edition of HR | Digest.

Read on to learn how the ruling impacts plan fiduciaries.

"Triple Crown" of Savings | 8/6/2015

Featured in the Journal Sentinel Online, Advisor Kelli Send explains how a Health Savings Account gives you the "triple crown" of tax breaks.

Watch the full video here.