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Retirement Plan Committees Communication – Vlog

Retirement Plan Committees take Notice of Communication Best Practices.  The role of Retirement Plan Trustee or Plan Fiduciary comes with significant responsibility.  Plan Fiduciaries need to be aware of these Best Practices when communicating with financial consultants, service providers and plan counsel. Communication is vitally important!


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TIAA Sales Practices

TIAA Sales Practices in Question – NY Times

TIAA may be in hot water, according to a recent New York Times article. The New York attorney general has subpoenaed documents and information related to dubious sales practices at the insurance and investment behemoth. There is also a similar ...