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 ...

401k Plan Fees are only Part of the Equation. At the conclusion of a TPSU Fiduciary Education Program, there was an in-depth conversation between Fred Barstein, Founder and CEO of ...

Benchmarking 401k and 403b Record Keeper and Advisor Fees. End of year tasks for 401k and 403b plan sponsors may include benchmarking fees or going to market with an ...

Fee Disclosure and Revenue Sharing – DC Plan Sponsors Struggle. If you don’t understand or know about revenue sharing in your defined contribution (DC) plan, don’t feel bad – ...

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 ...