Retirement Plan participants seem to be a highly sought-after-lot when it comes to qualified retirement plans.  Everybody ‘wants them’.  If you are a plan fiduciary keep in mind that ...

Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer By Carol Buckmann Fiduciary responsibility has blurred-lines around the use of participant data. Can your vendors use participant data ...

Retirement Committee Education Can Meet Training Needs By Carol Buckmann Retirement Committee Education can prove to be a priceless asset for your company. Do you serve on your company’s ...

401k Plan Vendors Need to be Monitored  401k Plan Vendors have a lot of responsibility for the success of a tax qualified retirement plan.  Control over the 401k Plan ...

401k Plan Conversion Becomes Opportunity to Update Participant Data 401k Plan Conversions are never simple.  Changing Recordkeepers, adding Investment choices or switching Plan Advisors usually consumes more time than ...

401k Plan Fees Are Important to All Participants 401k plan fees have a substantial impact on plan sponsors and plan participants alike.  Most, but not all, retirement plan fiduciaries ...

Podcast Series – OneAmerica Provider Profile Fred Barstein, Founder and CEO of 401kTV and The Retirement Advisor University discusses with Sandy McCarthy, President of OneAmerica’s Retirement Services Group, OneAmerica’s ...

Retirement Plan Investment Fees More Palatable with Full Disclosure Retirement plan investment fees are more palatable under the guise of full disclosure.  When participants understand the plan fees, there ...

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 ...