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Why MEPs will Dominate 401k Small Plan Market

Meps

In my weekly video blog, I discuss why I think multiple employer plans or MEPs will dominate the small plan 401k market in the next three to five years. ...

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Stable Value Funds: Conservative, but Not Without Risk

Stable Value Fund

Stable Value Funds: Conservative, but Not Without Risk. Ah, the stable value fund. It’s been a core investment fund in most retirement plans for decades and often serves as the ...

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401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

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Re-Enrollment: Know The Risks

re-enrollment

Re-Enrollment: Know The Risks. Retirement plan sponsors are embracing re-enrollment as a way to help ensure participants have sufficient asset allocations and deferral rates. More than 22% of plan ...

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DOL Disclosure Requirements – Fiduciary Rule

DOL Disclosure Requirements

DOL Clarifies Disclosure Requirements and Investment Recommendations for Fiduciary Rule. Though the DOL’s conflict of interest rule went into effect June 9, 2017, questions remain about the rule, the Best ...

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Plan Sponsors Fail to See the Big Picture of Retirement

Plan Sponsors Retirement Big Picture

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

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Penalties Hit ERISA Plans in Spite of CPA Audits

Penalties Hit Erisa Plans

Penalties Hit Erisa Plans In Spite of CPA Audits By Roland Criss. The Department of Labor (“DOL”) assesses significant penalties for an improperly filed Form 5500. Mistakes on an ...

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Revenue Sharing: 401(k) Plan Sponsors Still Struggling

Revenue Sharing 401(k) Plan

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

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Roth 401(k) Catching On with Younger Workers

Roth 401(k) Catching On With Younger Workers

Roth 401(k) Catching On with Younger Workers. Growing numbers of workers — especially younger ones — are contributing to Roth 401(k)s. If you don’t currently offer this option in your ...

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