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More 401(k) Plans Looking to Replace their Advisor

Fidelity

While 401(k) record keeper turnover has been in the low single digits for a long time, 17% of employers sponsoring a defined contribution (DC) plan surveyed by Fidelity are ...

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Video-Making the Complex Simple is not Easy

Jamie Greenleaf, noted plan advisor and TPSU (The Plan Sponsor University) Adjunct Lecturer, explains how she tries to take complicated industry jargon and turn it into a language her ...

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Why do Providers Make Fee Calculation So Complicated?

Theresa Jacobs

  At a TPSU (The Plan Sponsor University Program) held at Rutgers University, Teresa Jacobs, a controller at a mid-size NJ company complained that her provider made calculating the ...

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Advisors RFPs coming down Market

In hub Study

As reported in NAPA Net, Inhub, an online advisor RFP consultant is experiencing more advisor RFPs for smaller plans (see infographics). Other findings include: 90% of plan sponsors had ...

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Evaluating and Selecting a Plan Advisor

In Hub Whitepaper

Evaluating and Selecting a Plan Advisor In the white paper “Selecting Service Providers, Competitive Bidding and RFP’s Importance in a Fiduciary Investment”, attorney Roger Levy explores a plan sponsor’s ...

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Whitepaper – Evaluating and Selecting a Plan Advisor

In Hub Whitepaper

Whitepaper –  “Selecting Service Providers, Competitive Bidding and RFP’s Importance in a Fiduciary Investment by Roger Levy In the white paper “Selecting Service Providers, Competitive Bidding and RFP’s Importance in ...

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Whither Disruption? Kenya!

mpesa

Givewell staffer testing mpesa (https://creativecommons.org/licenses/by-sa/3.0), via Wikimedia Commons The financial service industry seems immune from major disruption the way that other industries like technology, car services, hotels or media ...

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