Benchmarking & Monitoring Fees & Partners

Understanding Retirement Plan Fees

understanding fees

Without question, retirement plan fees are one of the most important elements of any plan. Retirement plan fees can dramatically affect investment performance and are a major component of ...

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Plan Sponsor Due Diligence is Changing

sponsor due diligence

Plan Sponsors have a long list of tasks, duties and requirements (sponsor due diligence) they must take into consideration when serving as a plan fiduciary.  Some of the duties ...

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Association’s DC Plan Fees Decrease Automatically

DC Plan Fees Decrease Automatically

At a TPSU program held at Loyola University in Maryland, the HR Director at a DC area association discusses how her Investment Committee runs and how they were able ...

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Fee Benchmarking v. RFP – When and What

fee benchmarking

  One of the most important aspects of being a fiduciary on a defined contribution (DC) plan like a 401k or 403b plan is to make sure that fees ...

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It’s Audit Season for DC Plans – Choose Wisely

Fred’s Take: With audit season upon us, we decided to republish an article on selecting your 401k plan’s auditor. Many companies mistakenly think that all CPAs have the experience ...

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Bottom Line for DC Plan Sponsors: How to Run a DC Plan

How to Run a DC Plan

“How to run a DC plan”, that is an all too familiar Google search for many Human Resource professionals. For many people running their company’s defined contribution (DC) plan ...

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What ERISA Fiduciaries Should Know About Fees

Erisa fiduciaries

  At a TPSU (The Plan Sponsor University) program held at the Universities at Shady Grove in Maryland, Adjunct Lecturer Joe DeNoyior from the Washington Financial Group provides a ...

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