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 ...

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 ...

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, ...

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 ...

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 ...

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 ...

Benchmarking 401k and 403b Record Keeper and Advisor Fees. End of year tasks for 401k and 403b plan sponsors may include benchmarking fees or going to market with an ...

Defined Contribution Plan Request for Proposal (RFP): The Benefits of Asking for Better Service. Defined contribution (DC) plans are not the highest priority for busy HR and finance managers ...

  Groom Law: Breaking Down Eligible Plan Expenses. Do you know which expenses are eligible to be paid from the assets of your retirement plan under the Employee Retirement Income ...

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...