Partner Research

Outside counsel – When Should I Call? – Ask The Lawyer. “My recordkeeper already filled out this adoption agreement. The first page says that I should consult legal counsel, ...

Boston Research Technologies: “Roll-Ins” Support Better Outcomes. Market research firm Boston Research Technologies (BRT) released a white paper examining the behaviors of workers when faced with the decision of what ...

TPAs – How 401k Plan Sponsors can Best leverage. 401k and 403b plan sponsors are often confused about the roles of third party administrators (TPAs), advisors and record keepers. Understanding the ...

NEPC: Plan Fees Flat, But Buyer Beware. For the past seven years, defined contribution (DC) plan recordkeeping, trust and custody fees have been declining steadily year over year. That is, ...

Healthcare Costs Rise as Retirement Dollars Decline. Employee benefits have changed dramatically since the early 2000s, and they continue to evolve. Recent research from Willis Towers Watson indicates that evolution ...

  It’s hard for many 401k or 403b plan sponsors to determining whether their plan advisor is doing a good job just as it is difficult to find a ...

The Retirement Plan Investment Committee of an Arizona-based Financial Service company decided it was time to formally and objectively review the investment advisor relationship and evaluate other options available ...

Whitepaper –  “Selecting Service Providers, Competitive Bidding and RFP’s Importance in a Fiduciary Investment by Roger Levy In the white paper “Selecting Service Providers, Competitive Bidding and RFP’s Importance in ...