Fidelity Plan Sponsor Survey: Nearly 40% Seeking New Advisors. Retirement plan sponsors can reap many benefits from working with an advisor. And for the most part, the sponsors who do ...

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

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 ...

401k Participation Should be an Easy Decision. All 401k plan eligible employees face an important decision, should I participate in the 401k plan or not?  Even with Auto-enrollment there is ...

NEPC: Plan Fees Flat, But Buyer Beware. For the past seven years, defined contribution (DC) plan recordkeeping, trust and custody fees have been declining steadily year over year. That is, ...

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 ...

Retirement Plan Auditors that Dabble Create Risk for Plan Sponsors. Following a Fiduciary Education Program at the University of Georgia Terry College of Business, Bruce McFadden, a Certified Public Account, ...

Plan Audit Red Flags – Automation Plays Important Role. Immediately following a recent Fiduciary Education Program held at the University of Georgia, Bruce McFadden, a Certified Public Account, at ...

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

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 ...