Navigating the Challenges of Record Keeper Acquisition
Navigating the Challenges of Record Keeper Acquisition Transitional periods often come with difficulties and the transitional period when acquiring a new record keeper can similarly...
3(16) Plan Administrator
Free 401(k) Plan Services Have Cost a Lot – Until SECURE 2.0
Free 401(k) plan services were on the lunch-menu at many mutual fund companies, money center banks and major wire-houses until recently. But the term “free...
401(k) Service Providers Search Tools and Strategy
401(k) service providers are in the hot seat. Plan sponsors have a difficult job when they are requested to participate in a search for a...
Legislative Stimulus Package Passes During TPSU Virtual Town Hall Meeting
Legislative Stimulus Package Passes During TPSU Virtual Town Hall Meeting last week. Over 1,300 plan sponsors and plan fiduciaries joined The Plan Sponsor University for...
Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer
Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer By Carol Buckmann Fiduciary responsibility has blurred-lines around the use of participant data. Can your...
Retirement Plan Compliance An Important Issue
Retirement Plan Compliance An Important Issue Retirement plan compliance is something that’s top of mind for many fiduciaries and plan sponsors, especially this time of...
Why Hire a 3(16) Plan Administrator? Ask the Lawyer
WHY HIRE A 3(16) PLAN ADMINISTRATOR? by Carol Buckmann Why Hire a 3(16) Plan Administrator? Plan sponsors, plan fiduciaries and plan advisors should all be able...
