Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and ...

  Outsourced 401k Fiduciary Do you have Signed Service Agreements? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated ...

401k Plan Sponsors Should Not Hire A Financial Advisor – Instead Hire an OCRO. 401k and 403b plans have traditionally hired a financial advisor to help with their plan ...

401k Plan Partners Improve Participant Outcomes. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Portland, Oregon at Marylhurst University. At the conclusion of the program Adjunct ...

Defined Contribution Plan Request for Proposal (RFP): The Benefits of Asking for Better Service. Defined contribution (DC) plans are not the highest priority for busy HR and finance managers ...

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 ...