Best Practices for Selecting and Monitoring Your 401k Plan Advisor. Many 401k and 403b plan sponsors are confused about how to find, select and monitor their advisor. The best ...

White Labeling Benefits Both 401k Sponsors and Participants. We’ve written previously that too many investment choices can be overwhelming for retirement plan participants. One way to simplify your retirement ...

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...

DOES YOUR IPS (INVESTMENT POLICY STATEMENT) HAVE GAPS? ASK THE LAWYER # 3 by Carol Buckmann A 2017 Callan Survey reports that 90.9% of defined contribution plans have investment policy ...

  Thinking About Managed Accounts? Professionally managed accounts are being touted by 401(k) providers as the next best investment option since target date funds (TDFs). While they have their merits ...

Retirement – Are your employees prepared for it? 401k and 403b plan sponsors’ top priority is helping their employees accumulate adequate savings for their post-career years. Rightly so — after ...

Stable Value Funds: Conservative, but Not Without Risk. Ah, the stable value fund. It’s been a core investment fund in most retirement plans for decades and often serves as the ...

RFP for target date funds? It’s a good idea. “I don’t need to worry about target date funds, do I? The Department of Labor has approved them.”  When plan ...

Proprietary Target Date Funds Dwindling in 401k Plans.  When 401k plans first became popular, many record keepers only offered proprietary investments. Driven by market demand, record keepers were forced ...

Retirement Plan Investment Committee Decisions – Best Practices for Improving. As a plan sponsor, one of the many hats you probably wear is investment committee member. It’s a role ...