HR people that run their defined contribution (DC) plan like a 401k or 403b wear many hats and therefore try to make the administration of their plan easy and ...

  Working with retirement plans for family businesses or closely owned businesses presents unique challenges. It’s important for the HR professional and their plan advisor properly deign the retirement ...

Why would a Plan Sponsor conduct a record keeper search when all seems going well? Sometimes companies that sponsor a defined contribution (DC) plan like a 401k or 403b ...

  An HR Director at Plan Sponsor Company with 150 employees that performs specialized medical testing talks about changes the Company made in selecting a new Record Keeper. The ...

Changing DC Record Keeper   At a TPSU program held at Marquette University, the HR manager of a 100-person company describes how company approached changing DC record keeper gave them ...

Many HR people inherit their current plan advisor or pick someone because they are a friend of a friend or, even worse, related to a senior executive. That advisor ...