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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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The Importance of Proactive DC Partners

dc partners

At a TPSU event held at Marylhurst University in the Portland area conducted by Adjunct Lecturer Nathan Fisher, Managing Director of 401(k) Solutions at Fisher Investments, the HR Director ...

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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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