Target Date Funds appear to have helped a large number of 401(k)  and 403(b) plan participants during the first quarter of 2020.  Many plan participants were invested in Qualified ...

Missing Participants in 401k Retirement Plan Missing participants can be a consistent area of concern for 401k plan administrators.  If a plan sponsor struggles with the time-consuming tasks associated ...

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 ...

Performance-Based Asset Management Fees Resurrect Performance-based asset management fees are being reintroduced into the investment management conversation between plan sponsors and investment managers.  Is it any wonder that we ...

How to Monitor 401k Plan Vendors How to monitor 401k plan vendors has grown to become a very confusing task for many plan fiduciaries.  At the conclusion of a ...

401k Plan Sponsor Education Needed Today 401k plan sponsor education and plan design are each vitally important to plan fiduciaries. Taxes also play a prominent role in overseeing the ...

You Really Should Work with a Third Party Administrator Whether you are thinking of starting a retirement plan for your business or are reviewing an existing plan, the most ...

Access to Low-Cost funds, Plus Dedicated Institutional Resources? What a Welcome Alternative. When it comes to customer service, most firms just go through the motions. Not Charles Schwab Investment ...

Retirement plan advisor partners can be strong advocates when attempting to manage recordkeepers, investment managers and custodians for your company 401k plan.  At the conclusion of a Fiduciary Education ...

Retirement Plan Partners Large Contributors to 401k Plan Success Retirement Plan Partners can be large contributors to the success of your 401k plan.  At the conclusion of a Fiduciary ...