Plan Participant Data Ownership Creates Concerns Plan participant data ownership is a confusing topic for retirement plan fiduciaries. Plan participant data ownership is unquestionably a sensitive issue as an ...

Improve Retirement Readiness in 5 Steps Improve retirement readiness with these 5 Steps offered from Kellogg School of Management.  Striving to Improve retirement readiness, is not a new issue ...

Retirement Plan Committee Helps Manage Fiduciary Responsibility Retirement plan committee meetings on a periodic basis will help fiduciaries to make prudent decisions.  The retirement plan committee should operate according ...

401k Fiduciary Lawsuit Highlights Fee Benchmarking 401k Fiduciary Lawsuit concerns are driving behavior and practices among Retirement Plan Committees.  Fiduciary responsibility is something employers should be hyper-vigilant about since ...

Investment Committee Practices Can Be Difficult for Plan Fiduciaries. Investment Committee Practices can be difficult for plan fiduciaries to understand.  In many cases, individuals are appointed as a plan ...

Retirement Plan Committee Helps Manage Fiduciary Responsibility Retirement plan committee meetings on a periodic basis will help fiduciaries to make prudent decisions.  The retirement plan committee should operate according ...

401k Plan Committee Names Should be Descriptive of the Responsibility 401k plan committee names can cause additional stress for retirement plan fiduciaries.  The Plan Sponsor University (TPSU) held a ...

Investment Committee: What Needs to be Pondered. Plan Sponsors are charged with the responsibility to oversee investments in any tax-qualified Retirement Plan, including participant-driven 401k Plans When tasked with ...

Investment Committees Misnamed Causing Confusion by 401k and 403b Plan Sponsors. Traditionally, the governing committee for 401k and 403b plans have been called “investment committees” which can cause confusion ...

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...