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.  ...

Fiduciary Training Guidelines Help Fiduciaries with IRS and DOL Audit Questions Failing to participate in a strong Fiduciary Training Program surfaces as the # 2 Mistake made by Plan ...

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 ...