Five Minute Fiduciary Whiteboards

What Keeps Plan Sponsors Up at Night?

What Keeps Plan Sponsors Up at Night?

401k fiduciaries have a lot that can keep them up at night. The first step to being comfortable in your position is understanding your role. Here are three of the top concerns fiduciaries have in managing their company retirement plan.

Season 1 Episode 6
What Is The True Cost of Procrastinating Saving For Retirement?

What Is The True Cost of Procrastinating Saving For Retirement?

Sometimes it's difficult to see the real cost procrastination has on many things in life. Retirement planning is no different. The things we do today can have a real impact on the outcomes of tomorrow. We illustrate this in a simple 3-minute video.

Season 1 Episode 5
Why Is Financial Wellness Important In A Retirement Plan?

Why Is Financial Wellness Important In A Retirement Plan?

Financial wellness programs can be helpful to plan participants as well as an asset to the company. What is a financial wellness program and why is it important?   

Season 1 Episode 4
Why Is It Important To Benchmark Your 401K Plan?

Why Is It Important To Benchmark Your 401K Plan?

Benchmarking is an important part of managing your company's 401k. This video outlines some things to consider when benchmarking. CUI Wealth Management provides a benchmarking service to clients and prospective clients. Please reach out to us if you have questions or need help.

Season 1 Episode 3
What Does It Mean To Be a Fiduciary?

What Does It Mean To Be a Fiduciary?

401k Fiduciaries have a lot of responsibilities. It's important to understand these responsibilities in order to better serve plan participants and their beneficiaries.

Season 1 Episode 2
Do You Understand Your Fiduciary Role?

Do You Understand Your Fiduciary Role?

Being a 401k fiduciary is an important role. But what does that role entail? This whiteboard goes over fiduciary basics. 

Season 1 Episode 1

Need a Second Opinion on Your 401k Plan?

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