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Insights

Sherrie Grabot, GuidedChoice CEO and Founder

Recent Posts

ERISA Fiduciary Standards: Pitfalls, Lessons and Best Practices

Posted by Sherrie Grabot, GuidedChoice CEO and Founder on Sep 12, 2018 10:33:06 AM

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“With great power comes great responsibility.” This solemn quote, originally uttered in a Spider Man comic, seems apropos to the duties employers must fulfill as retirement plan fiduciaries. As it implies, fiduciary responsibility should not be taken lightly.

So what, exactly, is fiduciary responsibility? In short, it’s the duty plan sponsors and fiduciaries have to protect the best interests of retirement plan participants, retirees, and their beneficiaries. 

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Topics: Fiduciary Duty, Fiduciary Responsibility, fiduciary best practices, fiduciary liability, fiduciary, For Business, Business Insights

Personalization: The Right Approach For Sponsors and Participants

Posted by Sherrie Grabot, GuidedChoice CEO and Founder on May 9, 2018 1:11:47 PM

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To date, the defined contribution (DC) retirement plan industry has looked to default solutions as a panacea. Automatic enrollment, default investment programs and automatic contribution escalation have been the prescribed “answers” to combat inertia and motivate an under-saved workforce to build their retirement nest egg.

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Topics: Business Insights, Managed Accounts, TDFs, TDF, Fiduciary Responsibility, QDIA

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