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401k Record Keeper and Advisor – What’s Their Role?

401k Record Keeper Advisor

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 ...

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Summary Annual Reports – Outdated and Redundant?

summary annual reports

Summary Annual Reports – Outdated and Redundant? Friday, September 30 is the deadline to send the summary annual report for defined contribution (DC) plans. However, some employers are questioning its ...

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Fees: 401(k) Services Market Heating Up

Fees-401(k) Services

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

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401k Participation Highlighted in the Offer Letter

401k Participation - Steff Chalk 401ktv

401k Participation Highlighted in the Offer Letter. Savvy Human Resource Executives and Talent Recruiters are ahead of the curve.  Forward-thinking HR professionals have revised their communication strategy by showcasing their ...

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Plan Investment Fees: Cheap Isn’t Always Best

Plan Investment Fees

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...

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