Your Plan’s Investment Professional -Eight Questions to Ask. As a plan sponsor, how do you know you’re working with the right investment advice provider? Employee Benefit News (EBN) offers a ...

401k Plan Sponsors Should Not Hire A Financial Advisor – Instead Hire an OCRO. 401k and 403b plans have traditionally hired a financial advisor to help with their plan ...

Cybersecurity and ERISA Retirement Plans: The Financial Consultant’s Role. Cybersecurity is top of mind for many businesses, but have consultants for retirement plans given the area sufficient consideration? After all, ...

Three Flavors of Retirement Plan Advisors. At Least For Now. Do you know the difference between non-fiduciary advisors, ERISA 3 (21) investment advisors, and ERISA 3 (38) advisors? Not ...

401k Plan Partners Improve Participant Outcomes. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Portland, Oregon at Marylhurst University. At the conclusion of the program Adjunct ...

Retirement Advisor Designations – What do they Mean to a Plan Sponsor? Retirement Plan Sponsors accept a monumental task when they agree to serve as plan fiduciaries to qualified retirement ...

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at NOVA Southeastern University Health Savings Accounts were discussed a relief mechanism for 401(k) plan ...

401k Request for Proposal: Best Practice Q&A Column Question to the RFP Expert:  We recently completed an Advisor RFP and will soon meet with the top three Finalists in-person.  ...

Best Practices for Selecting and Monitoring Your 401k Plan Advisor. Many 401k and 403b plan sponsors are confused about how to find, select and monitor their advisor. The best ...

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 ...