Eight Steps to Retirement Plan Success


Identify those individuals who are responsible for the decisions of the plan to ensure they know their duties and responsibilities and that they receive training on their roles and responsibilities. They should acknowledge a commitment to meeting their fiduciary responsibilities. Documenting the prudent process used to make plan decisions helps fiduciaries, future plan decision makers […]

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Hardy Reed awarded CEFEX certification


Hardy Reed, one of the nation’s fastest growing wealth management and retirement plan services firms(1) has once again been recognized by the Centre for Fiduciary Excellence (CEFEX) for Investment Advisor Certification. Hardy Reed, one of the nation’s fastest growing wealth management and retirement plan services firms(1) has once again been recognized by the Centre for Fiduciary […]

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