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 ...

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 ...

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 ...

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 ...