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Robust Faith-Based Investing Solutions for Financial Advisors and Retirement Plans
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  • ABOUT US
    • WHY FAITH-BASED INVESTING
    • OUR STRATEGIES
      • MUTUAL FUND / ETF
      • SELECT EQUITY
      • OUR COMMITMENT TO PERFORMANCE PRESENTATION
    • OUR STORY
    • INVESTMENT COMMITTEE
  • BUSINESSES
  • MINISTRIES
  • FINANCIAL ADVISORS
    • LIGHTPOINT™ FOR ADVISORS
    • ORION PORTFOLIO SOLUTIONS
    • CAREERS
    • SUBADVISORY PORTAL
    • BWC ADVISOR PORTAL
  • INVESTORS
  • RESOURCES
    • BLOG
    • FAQs
    • IN THE NEWS
    • I FOUND JESUS IN THE STOCK MARKET
    • INDIVIDUAL FINANCIAL PLANNING
  • SCHEDULE A CALL

Monthly Archives: June 2022

Lawyer arranging documents in retirement plan lawsuit.

Are you personally liable for your retirement plan?

Plan SponsorsBy David BlackJune 23, 2022

Are you personally liable for your retirement plan? Does your company retirement plan have a named fiduciary investment manager in the plan documents? If it doesn’t or if you don’t know then chances are that it’s you. Under Employee Retirement Income Security Act of 1974, the plan sponsor is the principal administrator and investment manager…

Fiduciary Word Cloud

3(16), 3(21), or 3(38) Fiduciary – What’s the Difference?

Plan SponsorsBy David BlackJune 14, 2022

3(16), 3(21), or 3(38) Fiduciary – What’s the Difference? When it comes to your company retirement plan, there are several different fiduciaries with which your company can partner. But knowing the differences can be confusing at best and at worse can mean thinking you have reduced your liability when you really haven’t. Each one is…

401k Letters

4 Reasons Your Business Needs a Retirement Plan

Plan SponsorsBy David BlackJune 7, 2022

4 Reasons Your Business Needs a Retirement Plan For most Americans, their company 401(k) is their primary means of saving for retirement. Despite this fact, less than half of all small businesses offer a retirement plan as an employee benefit[i]. There are two sides to this problem – first, employers do not understand all the…

US Capitol Building

Bi-Partisan Congressional Support for Retirement

Industry News, Plan SponsorsBy David BlackJune 1, 2022

Bi-Partisan Congressional Support for Retirement You may not have noticed but Congress is extremely interested in retirement right now. (No, not their own retirement!) While most headlines are about congressional debates on abortion and other hot issues, there are several bills, some with bi-partisan support, being discussed by the House and Senate. If passed, they…

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