$500 Million 401k Plan Finds New Advisor Through RFP Process. Sending retirement plan business out to bid is a must for plan sponsors. It’s a way for sponsors to fulfill ...

Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and ...

  Outsourced 401k Fiduciary Do you have Signed Service Agreements? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated ...

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 ...