Did You Know?

According to a recent survey by Towers Perrin:

  • 59% of employers indicated that they had provided little or NO training for plan fiduciaries.

  • 71% of Boards of Directors or Benefit Committees did not review benefit plan reports at least annually.

Fiduciary Awareness is an organization dedicated to helping small and medium-sized business owners and their executives better understand the roles and responsibilities of persons charged with the adoption, administration and management of their company-sponsored 401(k) retirement savings plans.

 

Announcements

In 2013, the Fiduciary Awareness Seminar Series will be hosting luncheon seminars in four metropolitan areas, across the country:

 

Client Feedback

“The multiple session format helps because we have time to act on some of what we’ve learned and then come back and learn new information to help us with the next step.  In general, being new to this - despite having a plan in place for more than 10 years, we have found the legal and plan advisor presentations to be most helpful.”

- Wynne Odell, Owner, Odell Brewing Company

 

We welcome your insights and perspectives around how FA Associates can better help you to effectively manage your company's retirement savings plan.  If you have any questions or comments, we invite you to contact us