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Revenue Sharing: 401(k) Plan Sponsors Still Struggling

Revenue Sharing 401(k) Plan

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

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401k Loans – New Guidance Issued by IRS

401k Loans IRS Guidance

401k Loans – new guidance issued by IRS. 401k Loans can be troubling for 401k and 403b plans with administrators concerned about the burdens and costs to the plan ...

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DC Plan Sponsors are Focusing on Outcomes

DC Plan Sponsors - JP Morgan Research

DC Plan Sponsors are Focusing on Outcomes – Sponsors’ Mindset is Shifting, But There’s More Work to Do. Recent research from J.P. Morgan Asset Management found that plan sponsors’ mindset is ...

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How Can Plan Trustees Know What Plan Documents to Distribute?

Plan Trustees

How Can Plan Trustees Know What Plan Documents to Distribute? Plan Trustees struggle with knowing exactly which plan documents they are required to distribute to 401k plan participants.  After the ...

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Fiduciary Traps for 401k and 403b Plan Sponsors

Fiduciary Traps and Tips

Fiduciary Traps for 401k and 403b Plan Sponsors. A noted large market consulting firm developed a list of 8 fiduciary traps and tips for 401k and 403b plan sponsors which ...

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