Our Thoughts

UPCOMING EVENT: Retirement Plans & the Fiduciary Landscape

FJY is excited to announce the first in their 2017 Educational Event Series:

Retirement Plans and the Fiduciary Landscape:
A Conversation About the Future of Retirement Plans
April 6, 2017 @ 6 pm/Bechtel Conference Center, Reston VA

Did you know that one out of every four 401(k) plans is out of compliance?

Business owners take on a great responsibility when their employees invest in a company-sponsored retirement plan. Ensuring that their savings are being invested in a plan that is not only solidly performing, but also fiscally prudent, all while avoiding any compliance liabilities is an extremely challenging proposition.

In an attempt to relieve business owners of some of these burdens, FJY has been offering a full fiduciary Retirement Plan Solution for the past several years in a pilot program out of our Texas branch. Our program has been so successful, that we’ve decided to offer the same assistance to clients and businesses in the Metro DC area as well.

To kick off our new program, we’ve invited retirement plan guru and Partner at FJY, Larry Adams, to come up and lead a conversation on the Future of Retirement Plans and the new direction many are taking in outsourcing fiduciary responsibilities.

We’d love for you to join us for this event at the Bechtel Conference Center in Reston on April 6th.

Have a bite to eat and discuss potential concerns like:
– Ensuring all participants are fully educated on the benefits of their plan
– Understanding how responsibilities can be delegated to service providers
– Potential personal and corporate fiduciary liability exposures
– The benefits to delegating the hassles and potential liabilities of a Retirement Plan