Francesca Federico Achieves CkP Designation

Francesca Federico, Co-Founder and Principal of Twelve Points Retirement Advisors, has been designated as a Certified 401(k) Professional by The Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. Created to distinguish and elevate financial professionals who have demonstrated a deep knowledge and effective practice of corporate retirement plans, the C(k)P® […]

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A Mismanaged 401(k) Could Lead to Litigation

In the last year we have seen a number of cases of mismanaged 401(k) plans going to litigation. This article published by the National Association of Plan Advisors last Monday regarding Pioneer Natural Resources USA, Inc highlights the latest domino to fall. The article highlights the issue that caused the suit to be brought, mainly […]

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What is one thing I should consider before deciding whether to offer 401(k) plans to my employees?

For many companies — especially startups — deciding whether to offer a retirement plan for employees is often the LAST thing on their to-do list. While many employers want to offer this important benefit as an incentive to recruit and retain great people at their company, they are daunted by the uncertainty of choosing a […]

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