Independence. Advocacy. Transparency. We embody these morals by solely and exclusively advising on retirement plans and their participants in a co-fiduciary capacity. We excel at providing modern solutions to what is otherwise an outdated industry. Through improved investment monitoring, tactical financial wellness education, and ongoing fiduciary training, our goal is to empower you and your people towards a successful retirement. With our unique mix of expert guidance and strategic execution, we will help you build programs that work well for your current business environment but are flexible enough to evolve along with you and your workforce. Consult an advisor today. (FCM does not use external recruiters or agencies to fill our employment positions. Any unsolicited contact claiming to represent our company for recruitment purposes is not authorized and should be considered spam.)
Forest Capital Management的外部链接
Data. Data. Data. Providing the arena for A.I. to disrupt and enhance retirement plan administration.
A.I. beginning to disrupt the retirement plan industry. When plan and participant level data is available, valuable insights can be automatically generated for retirement plan sponsors. https://lnkd.in/dE42-aU2
Lower fees are always good for all retirement plan participants!
What Plan Sponsors Said! Managed Accounts in retirement plans are heavily debated. But fee suppression hasn't quite hit this subset of the industry.... yet! https://lnkd.in/eS87pk26
Retirement plan administration is focusing more and more on risk mitigation...
Wow! Interesting read on fiduciary risk found in over 80% of retirement plans. This was based on DOL Form 5500 Public Reporting alone, with a sample size of over 750,000 plans. https://lnkd.in/dJUg7cnG
Small retirement plan bullseye for 401(k) lawsuits!
401(k) Lawsuits now targeting just one "chronically underperforming fund" in a retirement plan. Focus can be both broad and narrow.... https://lnkd.in/eKCaFF2D
Big payroll gets bigger! Wonder how it will impact the acquired small business retirement plans....
Acquisitions happening in the payroll/401(k) recordkeeping space! Hoping for the best but integrating retirement plan platforms has been a challenge from past experience! https://lnkd.in/eKf-a_c4
A good 3 minute read!
Younger American Workers delaying saving in their retirement... because of lack of financial literacy??? While not universally loved by all employers for a host of reasons, auto-enrollment at the appropriate level is the sharpest tool in the box! Doesn't cure the financial literacy problem - but starts the saving process!!! https://lnkd.in/e5a764kb
Love a good crypto spotlight!!
With crypto values back on the rise, this article does a nice job of illustrating crypto’s impact within 401(k) investments… https://lnkd.in/e-hrTxyb
A nice two minute read that debunks commonly held misconceptions on a Monday Morning!
Misconception that the retiring American Workforce has student debt obligations in the rear view mirror… https://lnkd.in/eYVny9-h
Love a good controversy!
Retirement plan auto-enrollment features put under a microscope. Yes, they help American Workers save more, but haven't quite had a significant impact on long term wealth accumulation yet.... Why? Read and find out (2 min)! https://lnkd.in/ekVAq9EK
It begins.
As suspected, retirement plan policy "on the table" with President Elect Trump's Administration migrating towards the White House. https://lnkd.in/eAkdCFFY