Partners

Company Moves to Flat Fee Advisor for their 401k Plan

flat fee advisor

  Originally publish October, 2016 – Can a flat fee advisor arrangement be the better mousetrap? At a TPSU program conducted at UC Irvine by founding Adjunct Lecturer John ...

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Simple 401k Provider Shopper’s Checklist: 15 Questions

401k checklist

Shopping for a 401k provider – THIS STORY ORIGINALLY RAN AUGUST,2016 Shopping for a new 401k provider, 403b record keeper or a TPA (third party administrator) can seem overwhelming ...

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Are 401k Robo Record Keepers for Real?

robo record keepers

As Betterment for Business passes 300 401k clients, it raises the question of whether robo record keepers are for real and whether employers should consider them. Are they just ...

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Role of a Plan Advisor on Outside Assets

Plan Advisor on Outside Assets

  At a Plan Sponsor University (TPSU) program held at Marylhurst University in the Portland area conducted by Nathan Fisher, Managing Director of 401(k) Solutions at Fisher Investments, the ...

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The Value of Using a Local TPA

Local TPA

  At a TPSU program held at UC Irvine, the HR professional at a 250-person not-for-profit extolls the benefits of working with a local TPA on their 403b plan. ...

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