Partner Video

401k ERISA Budget Help Manage Expenses and Uncover Hidden Fees

401k ERISA Budget

Regardless of the concern and issues with revenue sharing and various share classes, the financial service industry doggedly attempts to retain a system ripe with conflicts. This is understandably confusing ...

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Company Moves to Flat Fee Advisor for their 401k Plan

flat fee advisor

  Originally publish October, 2016 – Can a flat fee advisor arrangement be the better mousetrap? At a TPSU program conducted at UC Irvine by founding Adjunct Lecturer John ...

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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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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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Are Your Advisor Fees Reasonable? How do you Know?

advisor fees

  At a TPSU program held at UC Irvine, the head of HR at a 200 person healthcare real estate company discusses issues with determining whether their advisor fees ...

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Large 401k Plan Moves to Flat Fee Arrangement

flat fee

The cost to record keep a 403b or 401k plan is based mostly on the number of participants, not the assets in the plan, yet most plans are priced ...

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“Advisor at the Elbow” is also Proactive

advisor at the elbow

There are a lot of ways to describe how a financial advisor best serves companies that sponsor a defined contribution (DC) plan like a 401k or 403b but it ...

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