Partner Video

Is Your 401k Advisor Getting “Stale”?

Is your 401k or 403b plan advisor getting stale? That’s a question that a 100 person manufacturing company plan sponsor asked at a TPSU program held at LaSalle University. ...

Read More »

When Transitioning Providers, Start with Advisor

Transitioning Providers

For many companies sponsoring a defined contribution (DC) plan like a 401k or 403b, transitioning providers like record keepers or advisors is a new experience. There is no play ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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. ...

Read More »