Partners

DOL Rule Changing How Plan Sponsors Select Advisors

How Plan Sponsors Select Advisors

How Plan Sponsors Select Advisors to help a company sponsoring their defined contribution (DC) plan like a 401k or 403b may get more complicated after the DOL conflict of ...

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Large 401k Plan Moves to Flat Fee Arrangement

flat fee

The cost to record keep a 403b or 401k plan is based mostly on the number of participants, not the assets in the plan, yet most plans are priced ...

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Plan Sponsors Renegotiating Provider Fees at Record Pace

Provider Fees

According to the recently released “NEPC 2016 Defined Contribution Plan & Fee Survey” 82% of 401k plan sponsors have renegotiated their record fees since 2013 resulting in an almost ...

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Are DC Plans and Advice Going Robo?

Advice Going Robo

In a Workforce.com article, Advice Going Robo – the question of whether defined contribution (DC) plan sponsors should turn participant advice and even administration over to robo advisors and ...

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“Advisor at the Elbow” is also Proactive

advisor at the elbow

There are a lot of ways to describe how a financial advisor best serves companies that sponsor a defined contribution (DC) plan like a 401k or 403b but it ...

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When Refreshing Your 401k Plan Select New Advisor First

Select New Advisor

  At A TPSU program held at Bentley University just outside Boston, a 401k plan sponsor discusses the process he undertook to refresh their 401k plan starting with interviewing ...

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I am the HR Department

HR Department

  It’s common at small companies for one person to be in charge of all HR functions including their organization’s retirement plan which can be challenging. At a TPSU ...

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