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401k Plans Focus on Fees Losing Sight of Value

At a TPSU program held at LaSalle University, Adjunct Lecturer Tim Dougherty describes the increased focus by 401k plan sponsors on fees and how he tries to keep the ...

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DOL Audits: What Triggers Them and Time Spent

DOL Audits

DOL audits are never fun but they are made worse when a new administrator of the company’s 401k plan just takes over and has to put together information maintained ...

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Fiduciary Risk: What do you Don’t Know Can Cost You

fiduciary risk

  Many HR and finance people that run their organization’s defined contribution (DC) plan like a 401k or 403b are unaware of the significant fiduciary risk under ERISA. At ...

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What Are Uncashed Distribution Checks and Why Should I Care?

Uncashed Distribution Checks

(originally published November 23, 2016) What are uncashed distribution checks, and why should I care? Uncashed distribution checks occur when retirement plan participants fail to cash or deposit a distribution ...

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David Levine on Rash of 401k Lawsuits

David levine

The rash of 401k and 403b lawsuits as well as the new DOL fiduciary rule is shining a bright light on the fiduciary duties of a company sponsoring a ...

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