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Role of a Plan Advisor on Outside Assets

Plan Advisor on Outside Assets

  At a Plan Sponsor University (TPSU) program held at Marylhurst University in the Portland area conducted by Nathan Fisher, Managing Director of 401(k) Solutions at Fisher Investments, the ...

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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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The Future of Target Date Funds

Future of Target Date Funds

What is the Future of Target Date Funds? Target date funds (TDFs) are the most popular investments in defined contribution (DC) plans attracting more than half of all new ...

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The Value of Using a Local TPA

Local TPA

  At a TPSU program held at UC Irvine, the HR professional at a 250-person not-for-profit extolls the benefits of working with a local TPA on their 403b plan. ...

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