Retirement Blog

Prudent Process Retirement Plan Blog

The goal of the Prudent Process blog is to facilitate an independent discussion of retirement plan fiduciary issues. We approach retirement plans from the "responsible plan fiduciary" perspective. Every plan decision needs to be evaluated on the basis of prudence and being in the best interests of the participants. We realize that no process is perfect and no investment or service structure is right for every plan. However, if a plan sponsor has a defined fiduciary evaluation process that can be demonstrated, is documented, and is repeatable, they create regulatory and legal protection for the organization and themselves. They also can create a better future for their employees.

Our blog is a dialogue about these issues. We welcome you to listen in. 

Unexpected Lessons on #GrowLiveGive

What do we mean by #GrowLiveGive? At Flautt Hare Davis, LLC, we’re trying to encourage clients by sharing this simple philosophy, summed up in three words and a hashtag. But sometimes, we’re the ones who need to learn what it really means.

"Good News" for the Marketplace

This time of year a very large portion of the world celebrates the Good News of the Gospel: Immanuel—"God is with us". Consider these words telling of Jesus’ first coming which He read about Himself from ancient scrolls:

Let’s be Reasonable: 408(b)(2) Fee and Service Evaluations

Due to 408(b)(2) regulations, we are living in a new age of responsibility for determining the “reasonableness” of fees and services in ERISA retirement plans.  After the distraction of formatting and distributing the 404(a)(5) disclosures to employees, it is now time to turn our attention back to the required evaluation of reasonableness of services and fees.

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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

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