TPAs – How 401k Plan Sponsors can Best leverage. 401k and 403b plan sponsors are often confused about the roles of third party administrators (TPAs), advisors and record keepers. Understanding the ...

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...

How do you know when to conduct and advisor RFP (request for proposal) and what’s the process? The Senior Director of HR of a not for profit attending a ...

How Do You Know If Your 401k Plan Advisor Is Any Good? The question of how to evaluate a 401k plan advisor came up frequently by 401k and 403b ...

  At a TPSU program conducted at the University of Pennsylvania, CPA and ERISA audit specialist Maria Hurd outlines some red flags on timing of contributions which is one ...

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. ...

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 ...

The former HR Director at a 50,000-employee company, now with a smaller employer, attending a TPSU program at Virginia Tech in Arlington, VA explains how his company’s changing 401k ...

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 ...

Most defined contribution (DC) plan sponsors offering 401k or 403b plans are satisfied with their record keeper and advisor not realizing that they may not be getting the best ...