401(k) record keepers track assets in retirement plans. They may do other things as well, but a record keeper’s main function is to track how much you have, where it is, and what type of money it is. Recordkeeping fees may be paid by employers, employees, or both.
The most important decision that a 401(k) or 403(b) plan sponsor makes is hiring the right advisor. As advisors go, there are more dabblers pretending…
The One Question to Ask to See if You Need a New Retirement Plan Advisor Read More »
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…
Retirement Plan Participants are Considered ‘Opportunity’ Read More »
The Plan Sponsor University Announces New Service for 401(k) & 403(b) Plan Sponsors RPA Due Diligence Center Helps Plans Conduct Required Due Diligence and Find…
The Plan Sponsor University Announces New Service for 401(k) & 403(b) Plan Sponsors Read More »
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…
Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer Read More »
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…
Retirement Committee Education Can Meet Training Needs – Ask the Lawyer Read More »
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…
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…
401k Plan Conversion Becomes Opportunity to Update Participant Data Read More »
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…
401k Plan Fees Are Important to All Participants Read More »
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 Plan Investment Fees More Palatable with Full Disclosure Retirement plan investment fees are more palatable under the guise of full disclosure. When participants understand…
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