Investment Fees Based on Participant Results Investment fees are a logical starting point for any fiduciary based conversation between a plan sponsor and an Investment Advisor.  At the 401kTV ...

Investment Fiduciary Committee Responsible for Plan Assets Investment Fiduciary committee members accept a substantial amount of responsibility when overseeing the investment of retirement plan assets. Retirement plan fiduciaries who ...

Retirement Plan Compliance An Important Issue Retirement plan compliance is something that’s top of mind for many fiduciaries and plan sponsors, especially this time of year. Now is the ...

HSA Benefits Leading to Increased Participation HSA Benefits in the form of High-deductible health plans (HDHPs) are gaining in popularity.   HSA Benefits are viewed as a way for employers ...

Target Date Fund Users Need Guidance Target date funds (TDFs) are a popular option for many retirement plan investors. According to  Vanguard’s How America Saves 2019 report, more than ...

  Student Loan Repayment Programs Gaining Acceptance  Student loan repayment programs are capturing employers’ attention, but the majority don’t seem to be pulling the trigger on implementation.  Employers seem ...

Robo Advisor Technology for Retirement Professionals Robo advisor technology during the early days was about positioning to gain access and serve the masses.  That strategy for robo advisor technology ...

Retirement Plan Fiduciary Duty When Hiring a 3(21) Fiduciary Retirement plan fiduciary duties are very broad and in many instances, the job function is poorly communicated. Retirement plan fiduciaries ...

401k Plan Fees Should be Monitored Closely 401k plan fees need to be monitored so plan fiduciaries can be certain that all fees are reasonable.  This means not only ...

401k Fee Transparency Difficult in Annuity Investments 401k fee transparency becomes much more difficult to understand when plan assets use annuity structures.  Plan Sponsors struggle with the entire 401k ...