Financial Advisors

Why Advisor Due Diligence Matters for 401(k) and 403(b) Plan Sponsors

Many plan sponsors are recognizing the complex responsibilities tied to managing retirement plans.  While ERISA requires them to act as prudent experts, most lack formal...

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The 10 Biggest Lies Told to 401(k) Plan Sponsors

At the May 401(k) Café webinar for plan sponsors, Fred Barstein, revealed the 10 biggest lies told to 401(k) and 403(b) plan sponsors.  Despite ERISA’s...

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Who Should Help 401(k) Participants: Advisors or Record Keepers?

As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...

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Is Your Retirement Plan Advisor Fulfilling Their Fiduciary Function?

Retirement Plan Advisor Fiduciary Function
Investment oversight is one of your most critical responsibilities as a plan sponsor.  But how do you know if your retirement plan investment advisor is...

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Senior Management’s Involvement in 401k Plans: Why It Makes a Difference

Senior Mangement
Senior Management’s Involvement in 401k Plans: Why It Makes a Difference While it may seem unnecessary to involve senior management in a company’s 401k plan,...

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