401(k) Plan Center

Understanding Plan Sponsors Fiduciary Obligations

Understanding Plan Sponsors Fiduciary Obligations

Any company that sponsors an investment plan as a benefit for their employees becomes a fiduciary, and has certain obligations to both the participants and beneficiaries of the plan. The individual employees that have responsibility for making decisions about the plan are also Fiduciaries. As a result, not only the company, but also the managers potentially have financial and legal liability for breach of fiduciary obligations...

Read "Understanding Fiduciary Obligations"

Target Allocation Portfolios Brochure
Client Letter May 2015

About Us



Thinking Aloud Blog

The word "goals" seems to generate a certain sort of emotional weight...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Parking Instructions

Social Media: