Guidance Point Retirement Services

Is your organization's retirement plan ERISA compliant? Download our checklist and see where your fiduciary governance gaps are! https://hubs.ly/Q03kWFxQ0

Guidance Point ERISA Compliance Checklist Download How can you avoid an unnecessary DOL audit & make sure your 401(k) or 403(b) retirement plan is in compliance with DOL standards? Download our checklist here.

Target Date Funds continue to be popular investment options to retirement plan participants due to their ability to de-risk as they get closer to retirement. As a plan fiduciary, you have a duty to make sure that these are suitable for your employees. Our team sees some pretty common errors in Committee evaluations of Target Date Funds. Read more on our blog. https://hubs.ly/Q03kWgyG0

Top Rookie Mistakes When Evaluating your 401(k) & 403(b) Target Date Funds 403(b) and 401(k) Plan sponsors can make 3 large mistakes when they evaluate Target Date Funds. This blog post uncovers them & steps towards solving.

While employer sponsored retirement plans have done a good job helping their employees save for retirement, we haven't quite had the same impact after our employees retire. The SECURE Act in 2019 opens the door for some future changes. How? Read our blog to find out more! https://hubs.ly/Q03kWl570

How the SECURE Act Impacts Guaranteed Retirement Income in Retirement Plans This blog addresses 5 FAQs of how the SECURE Act lifetime income provision impacts retirement plan sponsors.