The most important decision that a 401(k) or 403(b) plan sponsor makes is hiring the right advisor. As advisors go, there are more dabblers pretending…
The One Question to Ask to See if You Need a New Retirement Plan Advisor Read More »
Navigating the Challenges of Record Keeper Acquisition Transitional periods often come with difficulties and the transitional period when acquiring a new record keeper can similarly…
Navigating the Challenges of Record Keeper Acquisition Read More »
Survey results from the 17th annual NEPC 2022 DC Plan Trends & Fees Survey, reflect what is occurring in the DC market. Fred Barstein summarizes…
Survey Results Shed Light on DC Plan Fees, Trends and TDFs Read More »
Retirement Plan participants seem to be a highly sought-after-lot when it comes to qualified retirement plans. Everybody ‘wants them’. If you are a plan fiduciary…
Retirement Plan Participants are Considered ‘Opportunity’ Read More »
ERISA (401k and 403b) plan sponsors have a fiduciary responsibility to perform their duties as a prudent expert yet realistically, most do not have the…
The Most Important Decision 401(k) and 403(b) Plan Sponsors Make is Often Neglected Read More »
Getting Ahead of the Curve For Plan Sponsors More and more, people are considering the benefits of preventative medicine. An empowering tactic for many,…
Retirement security is on the wish list for most working Americans. Millionaires have major concerns when it comes to their own Retirement Security. Financial security…
Retirement Security Seems Elusive – Even for Millionaires Read More »
Retirement Plan Advisors engage in a symbiotic relationship with 401(k) plan recordkeepers. The advisor/recordkeeping relationships are vitally important to the success of a plan and…
Retirement Plan Advisors Working with Tomorrow’s Recordkeepers Read More »
Improved participant outcomes floats to the top of plan sponsors’ top priorities. Goals also include plan participation, engagement, and fiduciary compliance. So says the second-quarter…
Improved Participant Outcomes High on Retirement Plan Goals Read More »
Managed Accounts are gaining respect among the plan sponsors looking for a more personalized Qualified Default Investment Alternative (QDIA). Target date funds have been the…
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