Annual Benchmarking Is a Must for Plan Sponsors
Evolving regulations mean plan sponsors continue to face increasing scrutiny when it comes to their fiduciary responsibilities. A recent analysis of 50,000 retirement plans in...
Benchmarking Fees
Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement
Proactive 401(k) Management: How RPA Due Diligence Can Save Costs & Boost Engagement During a recent conversation on 401kTV, Fred Barstein interviewed Kristina, a controller...
Key Takeaways from the 6th Annual RPA Roundtable & Think Tank
At the 6th Annual RPA Broker/Dealer Roundtable held in NYC September 4 and 5, key themes centered on the convergence of wealth management and retirement...
Fidelity’s 2024 Plan Sponsor Survey: Evolving Advisor Roles & Expectations
Fidelity Investments’ 15th annual plan sponsor survey, conducted in January 2024, reveals significant trends and shifts in the retirement plan landscape, particularly in the role...
Evolving Expectations: The New Era for 401(k) Plan Advisors
As the dynamics of 401(k) plan management grow increasingly complex, plan sponsors are intensifying their demands for more competent and transparent advisors. This trend, illuminated...
Thriving Amidst Industry Shifts: The Imperative of Adaptation & Innovation
Adaptation, innovation, and prioritizing personalized, high-value services are crucial for businesses to thrive amidst industry shifts and foster long-term success. The ongoing debate about the...
Navigating the Retirement Landscape: The Power of Benchmarking
Adjunct Lecturer: Shelly Horwitz – Managing Director, Pensionmark While benchmarking your retirement plan advisor and record keeper is a critical step, it’s frequently overshadowed. The...
Plan Fiduciaries Are Responsible for Managing Fee Risks
Reminder: Plan Fiduciaries are responsible for managing fee risks. Not paying close attention to retirement plan fees and how vendors are compensated could leave your...
Reducing Plan Fees Is Top of Mind for Sponsors
Reducing plan fees is top of mind for sponsors. Growing numbers of large plan sponsors are feeling the pressure of rising retirement plan costs. That’s...
Benchmarking Vs. RFP: How Often Should You Conduct One?
Benchmarking Vs. RFP: How Often Should You Conduct One? When it comes to benchmarking vs. conducting an RFP, the frequency of conducting these evaluations...
