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Articles from Sarah Schwartz

Sarah is a retirement plan advisor who helps employers build, maintain, and defend best-in-class plans for their employees. She is dedicated to providing relevant data and insights that enable employers to make informed decisions that align with business and culture. Key areas supported include monitoring and review of investments, plan design benchmarking, fiduciary support, ERISA guidance on compliance issues, plan transitions, M&A, and employee education. Sarah is the Co-Founder of Newfront’s NewHer ERG and committed to building an inclusive workplace. You can connect with Sarah on LinkedIn here.

New Year, New Opportunity to Review Your Fiduciary Duties

New Year, New Opportunity to Review Your Fiduciary Duties

An employer sponsored retirement plan, like a 401(k) or 403(b) plan, has become an essential component of the employee benefit package.

March 1st 2022

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