401k Plan Fund Review and Selection Fundamentals. As a retirement plan sponsor and fiduciary, you should be regularly reviewing and monitoring the funds in your plan’s investment lineup.  Of course, ...

Expanding 401k Investment Line-ups: Issues and Answers. Especially in a booming stock market, employees are likely to ask their 401k or 403b plan to add the latest and greatest investment. ...

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 ...

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 ...

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 ...

Legally, creating an investment policy statement (IPS) isn’t mandatory for defined contribution (DC) plans. But the Department of Labor does require plan sponsors to be prudent about selecting and ...

Study on investment expense shows $17 Billion in annual waste NEW YORK– April 11, 2017 – RiXtrema announced the findings of a big data quantitative research effort on defined contribution plans. ...

Investment Selection Industry expert and Founder of 401kTV, Fred Barstein made the very perceptive comment regarding investment selection in his recent post Problems using a record keeper’s proprietary funds that ...

The Defined Contribution Institutional Investment Association (DCIIA) is a not-for-profit industry membership association focused on the improvement of industry practices and better outcomes for investors. The membership includes: investment ...

Any time is a great time to do a little 401k plan housekeeping. But the New Year is a perfect time to address many of the “annual review” items in ...