Yearly Archives: 2018

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Infographic: Managing Your Fiduciary Duty

Managing a company 401(k) is a big responsibility and understanding all of the potential features and possibilities is almost like another full-time job. As evidenced by our infographic, there are 5 major responsibilities a fiduciary can have. If you’re feeling overwhelmed with your fiduciary responsibility, let’s talk more about it today. Call Nick Economos and […]

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401k refund

The Dreaded 401(k) Refund: Corrective Distributions

401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund and begin running down their imaginary wish list of ways to spend this extra money. However, when it comes to 401(k) refunds, or corrective distributions, the excitement should be dialed back. Corrective distributions are a […]

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Should We Have A Retirement Plan Committee?

Should We Have A Retirement Plan Committee?

If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary. You have a legal obligation to operate the plan solely in the interests of the plan participants (people with retirement account balances) and their beneficiaries (people who […]

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Benchmarking 401k funds

Benchmarking Your 401(k) Funds

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peek under the hood” of their 401(k). The process allows you to compare your plan to similar plans, measuring key metrics such as participant saving and participation rates, fee reasonableness and service providers. Benchmarking should be a key part […]

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FFP’s Nick Economos and Other Execs Discuss Human Capital, FinTech And More!

Fiduciary Financial Partners’ Nick Economos was recently able to join several other C-level executives at Chicago’s Skyline Club for an engaging roundtable discussion on technology, FinTech innovation, bitcoin and much more. We’re excited to share a few video clips from that roundtable here for your benefit, including Nick’s thoughts on FinTech and human capital. From […]

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