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401k Advisors Contribute to Retirement Plan Success

401k Advisors Contribute to Retirement Plan Success

401k advisors are critical to the overall success of a 401k retirement plan.  At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held on location at University of Chicago, Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed Daniel Bryant, Founder of Sheridan Road Financial, an institutional consulting firm based in Chicago, Illinois.  Sheridan Road Financial has 9 locations across the country with offices from San Francisco to Tampa Florida.  Mr. Bryant is responsible for many 401k plans throughout the country and the firm is excited about trying to make a difference in his clients lives in the retirement community.

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Target Date Funds Helped Plan Participants Survive the 2020 Q1 Stock Drop

Target Date Funds appear to have helped a large number of 401(k)  and 403(b) plan participants during the first quarter of 2020.  Many plan participants were invested in Qualified Default Investment Alternatives (QDIA)s which happened to use Target Date Funds.   ...