Fee Levelization by: Jeffrey Zielinski, CRPC, CRPS.  It’s Never Really Free, common and more basic methods of paying plan expenses were reviewed, particularly in the event of shedding revenue-sharing ...

Build a Better Benefits Program with Employee Segmentation. Want to offer a better benefits program to help attract, retain and motivate top talent? Consider employee segmentation, which according to Employee ...

Does RFP Require 401k Plan Sponsor to Change their Record Keeper? A 401k plan sponsor attending a TPSU program in Richmond VA discusses her company’s concerns about conducting a ...

Plan Fiduciaries — The Best Offense is Not a De Facto Defense. When it comes to being a workplace retirement plan fiduciary, the best defense is a good offense. That ...

Cheaper Isn’t Always Better – But a Prudent Process Is. While assessing the current state of the defined contribution retirement landscape, there are a number of themes that continuously ...

YOUR ADVISORS REVIEW INVESTMENTS – WHO REVIEWS THEM?  “We use X to advise the Committee about investments and to run RFP’s for us.  X helps us review our other providers, ...

Do Participants See Fees Eroding Their Retirement Savings? Can we talk about something nobody wants to talk about, but we all need to talk about? Fees. Yes, fees. As in ...

DON’T MAKE YOUR 401K A LITIGATION TARGET by Carol Buckmann “I know there are a lot of lawsuits over 401k fees and investments, but nobody here is complaining.  Are ...

Plan sponsors are often confused about the role that record keepers, money managers, advisors and third party administrators (TPAs) plan in their 401k or 403b plan. Even more confusing ...

Sponsors: Prepare to Pay New “Fidelity Fees” on Vanguard Funds. The retirement plan industry is in a dither because Fidelity has said it will charge new 401(k) plan clients with ...