American workers choosing an early retirement is a growing trend and concern. Until recently, many Americans planned to work well into their 60s and 70s. Now, it seems that ...
Read More »Benchmarking & Fees (ERISA, retirement plan)
401k Fiduciary RFP Helps Identify Favorable Outcome Practices
401k Fiduciary RFP responsibilities normally fall to the Retirement Committee members and other trustees. Retirement plan committees and fiduciaries should periodically benchmark their plan service providers. Make sure that ...
Read More »Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer
Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer By Carol Buckmann Fiduciary responsibility has blurred-lines around the use of participant data. Can your vendors use participant data ...
Read More »401k Plan Fees Are Important to All Participants
401k Plan Fees Are Important to All Participants 401k plan fees have a substantial impact on plan sponsors and plan participants alike. Most, but not all, retirement plan fiduciaries ...
Read More »How to Monitor 401k Plan Vendors: a Confusing Task
How to Monitor 401k Plan Vendors How to monitor 401k plan vendors has grown to become a very confusing task for many plan fiduciaries. At the conclusion of a ...
Read More »Plan Hardship Distribution Rules Change in 2019
Plan Hardship Distribution Rules Change in 2019 by Alison Cohen Plan hardship distribution rules will change effective January 1, 2019 – for the better! Just when you finally learn ...
Read More »401k Plan Fee Benchmarking is a Valuable Exercise
401k Plan Fee Benchmarking services can pay for themselves in future cost savings. After a recent Fiduciary Training Program at Rice University, The Plan Sponsor University Founder and CEO, ...
Read More »NIPA News: Benefits of HSAs and How to Start a HSA
The Benefits of HSAs and How to Start a HSA Health Savings Accounts are gaining popularity allowing employees to save not for what will likely be large health care ...
Read More »3(38) Investment Manager Switch is Making a Difference
3(38) Investment Manager Switch is Making a Difference 3(38) investment manager services were discussed after a recent Fiduciary Training Program at Rice University. The Plan Sponsor University Founder and ...
Read More »Plan Fiduciaries – The Best Offense is Not a Defacto Defense
Plan Fiduciaries — The Best Offense is Not a De Facto Defense. When it comes to being a workplace retirement plan fiduciary, the best defense is a good offense. That ...
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