Retirement Resource Center

Retirement Resource Center

Retirement Resource Center

COVID-19 & Retirement Plans with Dan Notto, JP Morgan

Mitigating Plan Sponsor Risk and the Role of Fiduciary Liability Insurance

Webinar Series: The Future is Female

Centurion Town Hall Meeting

Helping Employees Through COVID-19: How the CARES Act Impacts Retirement Plans

The SECURE Act: What Plan Sponsors Need to Know

Redefining Retirement Income

Strategies in Responding to Race in the Workplace

Conversation with ERISA expert, Brad Campbell

Episode 1: The SECURE ACT with Peter Scott

Episode 2: COVID-19 and Retirement with Dan Notto

Episode 3: Mitigating Plan Sponsor Risk and the Role of Fiduciary Liability Insurance

Viewpoint: How to Minimize the Risk of Retirement Plan Litigation

by Peter Scott – SHRM

Retirement plan committee best practices can discourage lawsuits

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Debunking Five Myths About Retirement Plan Offerings

by Robert Gibson – World At Work

Here are five incorrect, yet commonly held beliefs regarding a good retirement plan offering:

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Centurion Group Recognized as a Top 2019 Retirement Plan Advisor

by Centurion Group

Plymouth Meeting, PA – April 8, 2019 – Centurion Group, LLC is pleased to announce another industry award. PLANADVISOR has named Centurion one of the Top 100 Retirement Plan Advisors for 2019. This is Centurion’s third industry award this year.

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Marsh & McLennan’s (MMC) Unit Buyout to Enhance Offerings

by Zacks Equity Research – Zacks Equity Research

Marsh & McLennan Companies, Inc. ‘s MMC subsidiary Marsh & McLennan Agency LLC (“MMA”) has reached an agreement to buy Centurion, which is located at Plymouth Meeting, PA. However, terms of this deal – expected to close in the second quarter of 2019 – were not disclosed.

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Marsh & McLennan acquires Centurion, a $16 billion retirement group

by Greg Iacurci – Investment News

Centurion Group, an advisory firm overseeing $16 billion in retirement plan assets and 400,000 plan participants, is being acquired by Marsh & McClennan Agency, a subsidiary of the national insurance brokerage Marsh.

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How Financial Pros Teach Their Own Kids About Money

by Christopher Carosa, CTFA – Fiduciary News

There was a famous ad that says: “When doctors feel rotten – this is what they do.” In other words, the best advice is the advice doctors give themselves – or their family. It stands to reason, then, that the best fiduciary advice is the fiduciary advice fiduciaries offer their own children. After all, aren’t […]

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Financial Times and the National Association of Plan Advisors Recognize Centurion Group as a Top DC Retirement Plan Advisor

by Centurion Group

Plymouth Meeting, PA – January 16, 2019 – Centurion Group, LLC today announces another year of industry awards. Kevin J. BroderickAIF® and James G. Hageney, PRP, AIF®, both Managing Partners, and Gene R. Weber, AIF® have been recognized by the Financial Times (FT) as Top Retirement Advisors and the National Association of Plan Advisors (NAPA) […]

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Will 401k Plan Sponsors Fall for These Over-Hyped Topics?

by Christopher Carosa, CTFA – Fiduciary News

You’ve probably read dozens of stories on these topics. Or maybe just the headlines. Either way, you’ve seen these words and phrases ad nauseum over the past year or so. In fact, they’ve been repeated so often, it’s easy to understand how they may now be treated as solid axioms rather than merely loose conjecture. […]

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A Fiduciary Focus: 5 Steps 401k Plan Sponsors Should Resolve to Take in 2019

by Christopher Carosa – Fiduciary News

A new world of fiduciary is upon us. This cannot be denied. What does this mean for 401k plan sponsors and the financial professionals that serve them? How should this new fiduciary atmosphere change their focus? In many ways, 401k plan sponsors might be surprised to discover the path has never been clearer In fact, […]

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IRS Releases Proposed Hardship Withdrawal Regulations

by Centurion Group

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Benchmark Your Plan!

Best Practices for Plan Sponsors Centurion-MMA