Retirement Plan Data Ownership and Rights Retirement plan data ownership and the protection of that data are amid a firestorm with issues surfacing in places where no one wants ...

Merging Retirement Plans when Acquiring Companies Merging retirement plans after an acquisition is never an easy task but the end result is normally preferred over running multiple plans under ...

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 ...

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 ...

Retirement Plan TPA Services Are the Foundation of a Solid Retirement Plan Retirement plan TPA services make it possible for plan sponsors to hire seasoned experts in specialized roles ...

At the conclusion of a Fiduciary Education Session, conducted at UC Berkeley, Fred Barstein, Founder, and CEO of The Plan Sponsor University (TPSU) visited with Lynne Graham, People & ...

Reviewing your 401k Record Keeper Service Agreement – Ask the Lawyer by Carol Buckmann “My agreement with my recordkeeper? I think I have it somewhere, but wouldn’t they tell me ...

Automated Processes: Why this 401k plan sponsor moved from manual. After her payroll/401k administrator resigned, the VP of operations of a 62 person company in the Richmond VA area ...

Benchmarking 401k and 403b Record Keeper and Advisor Fees. End of year tasks for 401k and 403b plan sponsors may include benchmarking fees or going to market with an ...