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Benchmarking & Monitoring Fees & Partners

401k Record Keeper and Advisor – What’s Their Role?

401k Record Keeper Advisor

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...

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Fees: 401(k) Services Market Heating Up

Fees-401(k) Services

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

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Plan Investment Fees: Cheap Isn’t Always Best

Plan Investment Fees

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...

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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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401k Plans Focus on Fees Losing Sight of Value

At a TPSU program held at LaSalle University, Adjunct Lecturer Tim Dougherty describes the increased focus by 401k plan sponsors on fees and how he tries to keep the ...

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Six Smart Ways To Limit Sponsor Liability

Being a plan sponsor comes with plenty of responsibility, but there are several ways you can protect yourself driving many to attend our TPSU programs. Simple tasks like keeping ...

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Expert Tips on Avoiding 401k Plan Fee Lawsuits

401k plan fee lawsuits

Avoiding 401k plan fee lawsuits requires a measure of discipline and diligence according to several industry experts. 401k plan fees continue to be the epicenter of retirement plan litigation. ...

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