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Compliance Video

Keeping DC Loans and Hardship Policies in Compliance

DC Loans

DC loans and hardship requests can be problematic for administrators at companies that sponsor a defined contribution (DC) plan like a 401k or 403b but they are a fact ...

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Investment Committee + IPS = Best Practices

Investment Committee

At a TPSU program held at the University of Southern New Hampshire conducted by Adjunct Lecturer David Clayman from Twelve Point Wealth Management, the Chief HR Officer (CHRO) at ...

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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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Participants on a DC Plan Committee – Good Idea?

  Though most companies that sponsor a defined contribution (DC) plan like a 401k agree that they should have a Committee to run their plan, there is a lot ...

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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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