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 ...

How do you know when to conduct and advisor RFP (request for proposal) and what’s the process? The Senior Director of HR of a not for profit attending a ...

How Do You Know If Your 401k Plan Advisor Is Any Good? The question of how to evaluate a 401k plan advisor came up frequently by 401k and 403b ...

With the new DOL fiduciary rule set to become effective June 9th shining a bright spotlight on advisors working on defined contribution (DC) plans like 401ks and 403bs, scrutiny ...

Is your 401k or 403b plan advisor getting stale? That’s a question that a 100 person manufacturing company plan sponsor asked at a TPSU program held at LaSalle University. ...

For many companies sponsoring a defined contribution (DC) plan like a 401k or 403b, transitioning providers like record keepers or advisors is a new experience. There is no play ...

With retirement on more people’s mind as baby boomers prepare to leave the work force and Millennials unsure about the future of Social Security, it’s no wonder that defined ...

401k plan sponsors are charged with acting as a prudent expert when managing their ERISA plan, a role that many in the under $250 million market are ill equipped ...

Perhaps the most important decision a 401k or 403b plan sponsor can make is finding and evaluating their plan advisor. The issue is at the heart of the DOL ...

  It’s hard for many 401k or 403b plan sponsors to determining whether their plan advisor is doing a good job just as it is difficult to find a ...