It is the duty of plan sponsors and fiduciaries to ensure that a plan operates in the best interest of the participants. Plans are subject to ever increasing scrutiny, especially with respect to fees. It is important to be confident that your plan is not run to favor interested parties such as recordkeepers or investment managers. This is where an investment consultant with fiduciary responsibilities can assist in the significant task of fiduciary oversight. Read here how a plan audit helped reduce investment management fees and set the plan up for long-term success, reducing potential fiduciary liability concerns in the process.
Ed McIlveen, Francis Investment Counsel Director of Performance Analytics and Research, examines the PIMPCO dynasty following the departure of Founder Bill Gross in September. Specifically, how will this change in leadership affect fund management?
Read Ed’s analysis of PIMCO for answers to these and other related questions.
Nationally syndicated financial talk radio host Chuck Jaffe interviews Michael Francis about preparing retirement plans for a rising interest rate environment. Michael discusses Francis Investment Counsel’s varying strategies to prepare long- and short-term investors for rising rates.
Click here to listen to the full radio segment for more information on these strategies and analysis of the Feds future involvement with the market.
FRANCIS INVESTMENT COUNSEL EXPANDS TO NEW LOCATION
State of the Art Facility Expands Services to Retirement Plan Participants
FRANCIS INVESTMENT COUNSEL CONGRATULATES
401(K) DAY AWARD WINNER
MIKE TINGO FROM WEATHERSHIELD
Participant Mike Tingo Won Free Gas for a Year in 401(k) Day Promotion
By Michael J. Francis, CIMA®, JD, President & Chief Investment Officer at Francis Investment Counsel.
Click here to read the full article on-line.
In May 2013, the U.S. Department of Labor (DOL) issued proposed rules which would alter the way 401(k) participants receive their account balance information in the future.
Click here to read more.
How do you tell the difference between a proposal for advice that is truly in your best interest and a sales pitch that is really disguised as advice?
MILWAUKEE, March 17, 2014 – Francis Investment Counsel, an independent qualified retirement plan investment consulting and workplace education firm, has earned a 2014 Eddy Award from Pensions & Investments.
MILWAUKEE, March 20, 2014 –Francis Investment Counsel has been named among the Top 100 Retirement Plan Advisers in the country by PlanSponsor Magazine. This is the 8th time Francis Investment Counsel has been recognized as one of the Nation’s “top” retirement plan advisors by PlanAdviser or its sister publication PlanSponsor Magazine.
Today, Francis celebrates 10 years of being 100% employee owned providing independent and conflict-free investment advisory services to well over $5 billion in retirement plan assets.
January 29, 2014 (PLANSPONSOR.com) – Plan sponsors need to inform participants of same-gender marriage retirement plan rule changes—or risk financial liability.
As big proponents of tax-free investing, we routinely ask, Why don’t you offer this powerful wealth accumulation tool to your employees? The most common response we receive is ... Click here to read more.
Rethinking your pre-retiree downshift away from stocks