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401k Service Providers Drive Plan Success

401k Service Providers Drive Plan Success

401k service providers are critical to the success of a 401k retirement plan.  During a Fiduciary Education Program at Fordham University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed Diana Reinhardt who as Human Resources Manager who has responsibility for overseeing payroll and benefits at her company.  She is also responsible for the company 401k Plan. Ms. Reinhardt periodically takes a strategic look at the 401k plan design to be sure that the document is functioning as intended.  Since she oversees the 401k plan service providers and the company payroll, she understands the required interaction.

 

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Investment Policy Statement Topics and Processes Need a Review

Investment policy statement topics need to be reviewed on a regular basis.  During a recent TPSU Retirement Committee Education (TRCE) session the committee learned a lot!  The educator reviewed the plan sponsor’s IPS in advance of the education session.  As ...