Retirement Plan Compliance An Important Issue Retirement plan compliance is something that’s top of mind for many fiduciaries and plan sponsors, especially this time of year. Now is the ...

401k Plan Technology Tips Towards Data Integrity 401k Plan Technology is foundational to decision-making for ERISA fiduciaries.  Financial advisors can provide value to retirement plans in many ways, not ...

401k Plan Design Basics Enhance Outcomes 401k Plan design basics need to be addressed for all 401k Plans.  Rather than rely on financial wellness programs, plan sponsors and recordkeepers ...

Target Date Fund Users Need Guidance Target date funds (TDFs) are a popular option for many retirement plan investors. According to  Vanguard’s How America Saves 2019 report, more than ...

401k advisors contribute to the overall success of a 401k retirement plan.  At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held on location at University ...

Retirement Plan Investment Fees More Palatable with Full Disclosure Retirement plan investment fees are more palatable under the guise of full disclosure.  When participants understand the plan fees, there ...

Plan Audit Process Includes 401k Partners Plan Audit processes are required for some 401k plans based upon size or the number of company employees.  When it comes to audits, ...

401k Employee Communications for All Employees 401k Employee Communications is not an easy function for any human resources professional, CFO or plan fiduciary.  Making it even more difficult is ...

401k Plan Advisor Role and Duties 401k plan advisor roles are not always clearly defined.  This is especially true for company employees who are new fiduciaries or newly appointed ...

Merging Retirement Plans when Acquiring Companies Merging retirement plans after an acquisition is never an easy task but the end result is normally preferred over running multiple plans under ...