Investment Policy Statement (IPS) language must stop short of promising too much.  An Investment Policy statement can do more harm than good if it moves from policy to guaranteeing ...

Retirement Plan Virtual Town Hall Meeting for Plan Sponsors and Fiduciaries Retirement Plan Virtual Town Hall Meetings are on the calendar again this week at 401kTV and The Plan ...

Podcast Series – OneAmerica Provider Profile Fred Barstein, Founder and CEO of 401kTV and The Retirement Advisor University discusses with Sandy McCarthy, President of OneAmerica’s Retirement Services Group, OneAmerica’s ...

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 year. Now is the ...

401k Fiduciary Lawsuit Highlights Fee Benchmarking 401k Fiduciary Lawsuit concerns are driving behavior and practices among Retirement Plan Committees.  Fiduciary responsibility is something employers should be hyper-vigilant about since ...

401k Plan Auto-Enrollment Does Come with Risks that Need to be Understood 401k plan auto-enrollment is being implemented by many retirement plans as a strategy for nudging employees into ...

Plan Hardship Distribution Rules Change in 2019 by Alison Cohen Plan hardship distribution rules will change effective January 1, 2019 – for the better!  Just when you finally learn ...

Total Compensation Statements Reflect an Employee’s True Compensation by Mike Bourne Total compensation statements may help your employees better understand the quality – and the cost – of the ...

Let Your Retirement Plan Help You Get the Most Out of Your Qualified Business Income Deduction by Ilene Ferenczy The Qualified Business Income Deduction enacted as part of The ...

401k Plan Fees can be an Asset for Your Plan Participants if Properly Managed 401k plan fees are top of mind for every Plan Fiduciary and Retirement Committee Members.  ...