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 ...
Read More »Record Keepers
Retirement Committee Education Can Meet Training Needs – Ask the Lawyer
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 ...
Read More »401k Plan Vendors Need to be Monitored
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 ...
Read More »401k Plan Conversion Becomes Opportunity to Update Participant Data
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 ...
Read More »401k Plan Fees Are Important to All Participants
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 ...
Read More »PODCAST SERIES – OneAmerica Provider Profile
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 ...
Read More »Retirement Plan Investment Fees Full Disclosure
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 ...
Read More »Retirement Plan Data Ownership and Rights
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 ...
Read More »Merging Retirement Plans when Acquiring Companies
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 ...
Read More »You Really Should Work with a Third Party Administrator
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 ...
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