by Jeff Chang | Sep 25, 2020 | Fiduciary Duties, Investments, Plan Administration
Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an occasional video conference. It’s hard to...
by Jeff Chang | Jul 27, 2020 | Investments, Plan Administration, Record-keeping
When it comes to retirement plan servicing arrangements for most public agencies, there are basically two flavors: bundled and unbundled. It is important for public plan sponsors and plan fiduciaries to understand the differences between these arrangements so they can...
