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Retirement Plan Items of Interest

 

  • Meeting Your Fiduciary Responsibilities (DOL pub)
  • Understanding Retirement Plan Fees and Expenses 
  • Anti-Depression Advice for Retirees
  • The Fiduciary Duty to Avoid Conflicts of Interest in Selecting Plan Service Providers
  • A Fiduciary Checkup May Be In Order For Your 401(k)
  • Disclosure Concerning Potential Conflicts of Interests
  • fi 36O™ Fiduciary Ranking Methodology
  • fi 36O™ Self Accessment of Fiduciary Excellence (SAFE)
  • SEC Investor Bulletin: Target Date Retirement Funds
  • Decision to Invest in 401(k) Plan Fund With Higher Fees Was Breach of ERISA Fiduciary Duty
  • 404(c): Myth or Magic
  • Fiduciary Benchmarks Plan Success Sample Report
  • Bloomburg Law Report-ERISA Fiduciary Duty and Duty to Monitor
  • Dept. of Labor Final Rule to Improve Transparency of Fees (10/14/10)
  • Choosing the right level of investment liability: 5 questions for plan sponsors
  • Safe HarborOptions...Protection from the Liability Associated With Your Company Sponsored Retirement Plan

 

 

 

 

 

 

About Us

  • Our Firm
  • Our Associates
  • Our Location
  • Services for Individuals
  • Services for Corporations
  • "Benefit Plan Trends" Newsletters
  • Retirement Plan Items of Interest
  • Links to Your Company Retirement Plan
  • Featured Links
  • Tell A Friend
Contact Us

5575 Garden Village Way, Suite C-102
Greensboro, NC 27410

Phone: 336-852-4554
Fax: 336-698-3180

cfurr @furrandassociates.com
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Investment Account Access

  

Securities and investment advisory services offered through Woodbury Financial Services, Inc.,

Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164

(800) 800-2638   Woodbury Financial Services, Inc. and Furr & Associates Financial are not affiliated entities.

< www.woodburyfinancial.com >

 

Our firm cannot be responsible for the content of the featured links. 

 

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