401k and 403b Fees – A Simple and Comprehensive Guide. One of the primary responsibilities of a 401k and 403b plan fiduciary is to make sure that plan expenses ...Read More »
Arguably the most important decision that an employer can make when managing their companies Defined Contribution (DC) plan like 401(k)s is picking the right partner. These partners can include a financial advisor who acts like the company’s doctor, the record keeper and Third Party Administrator (TPA) as well as the money managers. Outsourcing fiduciary liability is a main motivation but the selection and monitoring of partners are inherently fiduciary functions.
401kTV Editors will help employers make better decisions on how to select the right partners through our series of articles, videos and white papers as well as 401kTV’s Advisor Directory.
LATEST Partners STORIES
During a recent Fiduciary Education Program at Fordham University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed one of the program attendees who as Director of Human ...Read More »
Avoid costly penalties for late form 5500 filing. In addition to the many other local, state, and federal filings, businesses with benefits plans may be required to file an ...Read More »
How do you know when to conduct and advisor RFP (request for proposal) and what’s the process? The Senior Director of HR of a not for profit attending a ...Read More »
How Do You Know If Your 401k Plan Advisor Is Any Good? The question of how to evaluate a 401k plan advisor came up frequently by 401k and 403b ...Read More »
With the regulatory spotlight shining on fiduciary roles thanks to new, tougher rules from the DOL, more defined contribution (DC) plan sponsors are hiring third parties to handle ...Read More »
At a TPSU program conducted at the University of Pennsylvania, CPA and ERISA audit specialist Maria Hurd outlines some red flags on timing of contributions which is one ...Read More »
With the new DOL fiduciary rule set to become effective June 9th shining a bright spotlight on advisors working on defined contribution (DC) plans like 401ks and 403bs, scrutiny ...Read More »
While it is most common for 401k and 403b plan sponsors to use a 3(21) or 3(38) fiduciary to help with investment selection, 3(16) fiduciary support dealing with administrative ...Read More »
Plan sponsors have a lot of questions and moving parts when 401k and 403b record keepers and even advisors are changed. But rarely does the company they consider questions ...Read More »