Record Keepers

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 Plan Sponsor University Announces New Service for 401(k) & 403(b) Plan Sponsors

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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…

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Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer

Retirement Committee Education

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…

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Retirement Committee Education Can Meet Training Needs – Ask the Lawyer

Retirement Committee Education

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…

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401k Plan Conversion Becomes Opportunity to Update Participant Data

401k Plan Conversion

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…

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