Retirement Plan Committee Duties Include Recordkeeping Services Oversight Retirement Plan Committees are responsible for the oversight of many retirement plan functions. Included in these duties is the responsibility for ...

401k Investment Fee Oversight Benefits All 401k investment fee monitoring helps the retirement plan advisor to help every plan participant and beneficiary.  The amount of benefit that accrues to ...

Retirement Plan Committee – How to Structure? How to structure a retirement plan committee is a question asked by many retirement plan administrators. Specifically, should a plan sponsor company ...

401k Auto-Enrollment Immediately Helps Employees 401k auto-enrollment immediately helps company employees to start saving for retirement.  Knowing that “time and compounding” are big contributors to the success of qualified ...

401k Plan Advisor Makes Dramatic Improvements 401k plan advisor services can be the difference in helping plan fiduciaries and retirement plan committees to maintain a strong retirement plan. Retirement ...

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 Auto Enrollment Should Be Monitored 401k plan auto-enrollment is a retirement industry topic that retirement plan committees frequently discuss.  401k plan auto-enrollment can be positioned to have a ...

Structuring Retirement Plan Committee How to structure a retirement plan committee is a question upon which many small and medium-sized companies struggle.  Specifically, should the CEO of an organization ...

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 ...