408b2, 404a5, reasonableness, record keeper RFPs request for proposals, investment monitoring, quarterly monitoring, investment policy statements, IPS, fee policy statement.
Plan sponsors are concerned with fiduciary liability – about half as much as they are concerned with being sued over their-own fiduciary foibles. But what…
Plan Sponsors Have Just Reasons for Being Concerned Read More »
401(k) plan litigation in the qualified retirement plan space has been an area of significant growing attention over recent years. Qualified retirement plans designed to…
The most important decision that a 401(k) or 403(b) plan sponsor makes is hiring the right advisor. As advisors go, there are more dabblers pretending…
The One Question to Ask to See if You Need a New Retirement Plan Advisor Read More »
Selling an Advisor Practice is a transaction where setting strategy pays-off. Answering the question of “How much money can I make?” is not a true…
Selling an Advisor Practice Can be a Wonderful Step into Retirement Read More »
The Crucial Importance of Benchmarking Your Plan Advisor It may not be widely known how important it is to do a Request for Proposal on…
The Crucial Importance of Benchmarking Your Plan Advisor Read More »
Plan sponsor opportunities exist and now taking advantage of those opportunities are easier than ever before! And, although those opportunities do exist why do many…
Plan Sponsor Opportunities for Plan Participants Read More »
Happy people seem to be the ones who maintain solid personal connections to others after they retire according to an 85 year study from Harvard…
Happy People Have Strong Connections During Retirement Years! Read More »
Mental health needs attention as America’s workforce is exhibiting signs of stress and burnout. American adults are anxious due to many factors. The isolation of…
Mental Health Benefits are More Important Than Ever Read More »
Survey results from the 17th annual NEPC 2022 DC Plan Trends & Fees Survey, reflect what is occurring in the DC market. Fred Barstein summarizes…
Survey Results Shed Light on DC Plan Fees, Trends and TDFs Read More »
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…
Free 401(k) Plan Services Have Cost a Lot – Until SECURE 2.0 Read More »
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