Partners

Customize Your Advisor RFP!

New DOL Fiduciary Rule

Fred’s Take: No doubt that employers sponsoring a defined contribution (DC) plan like a 401(k) or 403(b) should be benchmarking their advisors annually and conducting full RFPs at least ...

Read More »

Understanding How to Work With Electronic RFP Services

RFP Flyer

The decision to employ an Electronic RFP service is not an easy one.  Seeking and receiving assistance in areas such as 401(k) Plan Services, Administration, Communications or Investments is ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »

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 ...

Read More »