Preparing Employees for Retirement: What Plan Sponsors Should Do Now
When a company has a growing segment of employees approaching retirement age, it should proactively shift from simply “offering” a retirement plan to actively supporting...
Retirement Plan Advisor
Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors
Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...
What the SageView Acquisition Means for Advisors
Creative Planning’s purchase of SageView Advisory Group is more than just another M&A headline—it may mark the start of Stage 3 in the consolidation of...
Quarterbacking Retirement Plans: Advisors at the Center of Success
A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...
The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.
The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...
Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost
After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...
401(k) Plans Are Changing—Here’s Why
The 401(k) industry is buzzing about private markets, crypto, ESG, and PEPs, but these trends pale in comparison to the real forces reshaping retirement plans. ...
The Overlooked RPA Checkup: Why Advisors Need Reviews Too
Most plan sponsors carefully review investment managers and recordkeepers, yet rarely apply the same scrutiny to their retirement plan advisors (RPAs). It’s an odd gap—especially...
The Hidden Risks of a “One Size Fits All” Retirement Plan Approach
A “one size fits all” approach to retirement plans can be surprisingly detrimental because it overlooks the diverse financial situations, goals, and risk tolerances of...
PEPs: Scalable Solution or Still the Wild West of Retirement Plans?
Are Pooled Employer Plans (PEPs) a smart solution for expanding retirement coverage—or an overly complex, underregulated space that hasn’t lived up to expectations? PEPs were...
