recordkeeping

The Importance of Wholesalers in DC Plans

By Fred Barstein / DC plans, Financial Advisors, Record Keepers, recordkeeping, Retirement Plan Committee, Wholesalers

In the world of Defined Contribution plans, wholesalers are more important than you think. There are numerous roles that contribute to a plan’s success. Each...

401(k) Service Providers Search Tools and Strategy

By Steff Chalk / 3(16) Plan Administrator, adult learning, Benchmarking & Monitoring Fees & Partners, Committees, Cyber Security, DOL, DOL Guidance, Fiduciary, Latest Stories, nondiscrimination testing, recordkeeping

401(k) service providers are in the hot seat. Plan sponsors have a difficult job when they are requested to participate in a search for a...

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