G David Biddle, AIF® founded Biddle Capital Management (BCM) in 1996 after several very successful years at a traditional sales based financial firm. BCM was started to focus on fee based investment and financial advice that was focused on the client. Dave was an advocate for the fiduciary concept that was budding in the late 1990’s. The early client focus was on retirees and pre-retirees to provide them with independent client focused advice for a secure future.
As the fiduciary concept grew and the investment management process at BCM matured there was an obvious link with ERISA 401(k) retirement plan management. Dave was one of a limited number of advisors who were serving retirement plans as a fiduciary. Eventually BCM Retirement Solutions was established as a division of BCM to support and help manage 401(k) plans. A specific division was needed to develop and support all the complex fiduciary requirements of retirement plans. After the 2006 ERISA law amendments that brought 403(b) plans into similar compliance with 401(k) plans, Dave began to educate and assist nonprofit 403(b) plan sponsors in upgrading their plans. The culmination of the work with retirement plan was published in Dave’s book Managing Retirement Plans in 2016.
Managing Retirement Plans to Meet Today's Challenges
Publication Date: October 2016
Every employee has a compelling need to save money for a productive and fulfilling retirement. And your responsibility as a retirement plan sponsor or administer is to fill that need in a compliant way. In today’s litigious world, it’s more important than ever that you ensure your plan is compliant. Author David Biddle knows what it takes to properly build and monitor a retirement plan, and in Managing Retirement Plans to Meet Today’s Challenges, he reveals strategies and guidance so you can do the same.
You’ll learn to:
* define and achieve goals for your plan
* determine if your plan is in compliance
* identify hidden plan fees
* evaluate the quality of your plan
investments
* develop a quality governance system
Implementing a proper retirement plan will legally protect you and give your employees the opportunity for a secure and satisfying future.
