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Financial Advisors

401k Plan Participant Beneficiaries are Difficult to Keep Current

401k Plan Participant Beneficiaries

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 ...

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401k Request for Proposal: Best Practice Q&A Column

401k Request for Proposal

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.  ...

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Advisor RFP Process Daunting for Plan Sponsors

advisor rfp

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 ...

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Is Your 401k Advisor Getting “Stale”?

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. ...

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When Transitioning Providers, Start with Advisor

Transitioning Providers

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 ...

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