Harrison Fiduciary Group

A truly independent retirement plan fiduciary that eases the burden plan sponsors shoulder, while never sacrificing the best interests of plan participants.

[Harrison Fiduciary Group @HFG_Fiduciary]

We are excited to offer a new Specialized 3(38) Fiduciary service offering to help plan sponsors and plan advisors leverage the power of retirement income.

Learn more at https://t.co/L3Q2phVD9W

https://t.co/GHtzO48fse

[Harrison Fiduciary Group @HFG_Fiduciary]

the DOL has released its final Retirement Security Rule - also called the #Fiduciary Rule. #ERISA #Retirement

https://t.co/ZnIxUTMNmn

[Harrison Fiduciary Group @HFG_Fiduciary]

The funded status of the largest U.S. corporate defined benefit plans continues to push into surplus status. #ERISA #retirement #Fiduciary

Corporate Pension Plans Hit Highest Funding Levels in Decades https://t.co/Ws44Gj3iRa

[Harrison Fiduciary Group @HFG_Fiduciary]

Millennials Define Retirement as Time of Greater Flexibility, Not Workforce Exit . #401k #ERISA #retirement

https://t.co/RmpFDVCsfp

[Harrison Fiduciary Group @HFG_Fiduciary]

What's interesting about this #NAPA article is that discusses the perspective of investors - while most of the discussion of the DOL's proposed investment advice fiduciary rule has focused on its impact on the financial services industry.

https://t.co/NgWvROpN9o

[Harrison Fiduciary Group @HFG_Fiduciary]

Understanding Investments and Fees: A Key Part of Plan Committee Education https://t.co/Cafh1jSube

[Harrison Fiduciary Group @HFG_Fiduciary]

https://t.co/TgUvUc2bfP

[Harrison Fiduciary Group @HFG_Fiduciary]

SECURE 2.0 will bring modest benefits for those approaching #retirement but will have a larger impact on younger workers #401k #ERISA

SECURE 2.0 Will Help Young Savers the Most, Research Shows https://t.co/yRKC1XuouL

[Harrison Fiduciary Group @HFG_Fiduciary]

The number of Gen Z employees in the workforce is expected to surpass the number of Boomers in 2024. No surprise - their needs and wants from a #retirement plan are different. #401k

Gen Z Employees Seek More Personalized, Year-Round Benefits Experience https://t.co/IGyho9lrpR

[Harrison Fiduciary Group @HFG_Fiduciary]

Deciding to offer a managed account solution presents a unique set of fiduciary challenges. #401k #retirement #ERISA

Plan Sponsors Should be Intentional When Adding Managed Accounts https://t.co/e5Q1La5IVl

[Harrison Fiduciary Group @HFG_Fiduciary]

Generation X is facing the largest retirement savings gap of all current generations. #ERISA #retirement #401k

Gen Xers Still Falling Short of Retirement Savings Expectations https://t.co/ikXHgiKceQ

[Harrison Fiduciary Group @HFG_Fiduciary]

Very interesting article on selecting investment menus, meeting fiduciary standards and serving participant needs. #ERISA #401k #retirement

Menus must meet fiduciary standards while serving participants’ needs.

Take Under Advisement https://t.co/q3y0wFMjsf

[Harrison Fiduciary Group @HFG_Fiduciary]

3 out of 4 plan sponsors plan to make a decision on in-plan annuity income solutions in 2024.

https://t.co/tpL37YGUzh

[Harrison Fiduciary Group @HFG_Fiduciary]

IBM’s move away from the #401(k) match leads experts to evaluate the shortcomings of DC plans in providing guaranteed lifetime income. #ERISA #retirement

The Factors at Play in IBM’s Shift to a Cash Balance Plan Reviewed https://t.co/jYiadEhOXe

[Harrison Fiduciary Group @HFG_Fiduciary]

The DOL releases its new #Fiducialry rule proposal. Expect it to be challenged in court. #ERISA #retirement

DOL Would Oversee Annuity Sales, Rollovers Under New Proposal https://t.co/NlfpscprB1

[Harrison Fiduciary Group @HFG_Fiduciary]

26 states have appealed the dismissal of their complaint challenging the legality of the DOL's final rule allowing the use of#ESG factors to when selecting #retirement plan investments. #ERISA

26 State AGs Will Appeal ESG Rule Lawsuit Dismissal https://t.co/EQpxoHTYwm

[Harrison Fiduciary Group @HFG_Fiduciary]

#Retirement plan advisors can grow revenue and improve client plans with #annuities.
#401k #ERISA #LifetimeIncome

DPL survey: advisors can grow revenue, improve client plans with annuities https://t.co/bSvaVj0OQk

[Harrison Fiduciary Group @HFG_Fiduciary]

Experts in the #retirement industry believe #ERISA is due for a reboot. #401k #LifetimeIncome #fiduciary

Is It Time for an ERISA Reboot? https://t.co/pdyWJh6FUF

[Harrison Fiduciary Group @HFG_Fiduciary]

How can #retirement plan advisors get a handle on adding lifetime income options to #401k plans?

Read our latest blog post to find out! #ERISA #fiduciary #RetirementIncome

https://t.co/xTtg3U9m2U

[Harrison Fiduciary Group @HFG_Fiduciary]

When it comes to #ERISA lawsuits, plaintiff law firms are getting crafty. #401k #fiduciary #retirement

'New strategy in 401(k) litigation: Ask for settlement before suit is filed' https://t.co/cn5zKIwRyH via @investmentnews