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 ...

Third-Party Administration Firms Need to be Monitored Third-Party Administration firms are not all equal.  There can be significant differences in the results generated by different TPA firms.  Some times ...

401k Employee Communications for All Employees 401k Employee Communications is not an easy function for any human resources professional, CFO or plan fiduciary.  Making it even more difficult is ...

401k Plan Advisor Role and Duties 401k plan advisor roles are not always clearly defined.  This is especially true for company employees who are new fiduciaries or newly appointed ...

401k Plan Administration Requires Careful Oversight 401k plan administration is not as simple as plan participants and employees may think.  The compliance rules and investment functions require the watchful ...

How to Monitor 401k Plan Vendors How to monitor 401k plan vendors has grown to become a very confusing task for many plan fiduciaries.  At the conclusion of a ...

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 ...

Bundled versus Unbundled Retirement Plan Pros and Cons by Alison J. Cohen, Esq. Bundled versus unbundled retirement plan services is a concept with which many plan sponsors struggle.  Like ...