Why Retirement Readiness Matters
What if you could lower your future payroll and healthcare costs simply by re-designing your [...]
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Does Your 401(k) Plan Contain Proprietary Investments?
One of the most common issues we find when reviewing 401(k) plans is the prevalence [...]
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6 Keys to RFP Success
Conducting an RFP for your 401(k)/403(b) service providers can be an onerous process. But it’s [...]
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In Wake of SECURE Act, Should Companies Offer Lifetime Annuities in 401(k) Plans?
Towards the very end of the year, the Setting Every Community Up for Retirement Enhancement [...]
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Is Your 401(k) Plan Ready for Money Market Reform?
There’s little doubt that everyone remembers the financial crisis of 2008. It was the first [...]
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Next Generation 401(k) Plans — Better for Your Employees, and Better for Your Company
Do you know someone who is retired now and collects a pension? Maybe they were [...]
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What’s Your Policy for Educating Employees About Retirement?
All too often, we see 401(k) plans that have become a “set it and forget [...]
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10 Services Your Plan Advisor Should Be Providing…But Likely Isn’t
Having a 401(k) retirement plan for your employees is both a benefit and a risk. [...]
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When Composing 401(k) Plan Menus, How Much is Too Much?
When it comes to implementing investment menus for 401(k) plans, the phrase “less is more” [...]
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Are Your 401(k) Plan Fees Reasonable?
Administering a 401(k) plan for your company is not an easy job. There are a [...]
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Why Face-to-Face Still Works in a High-Tech World
With over 20 years of experience in the 401(k) industry, we’ve seen a lot of [...]
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Lost in Translation: Helping Employees Appreciate Their 401(k)
Are the 401(k) or retirement plan benefits you offer to your employees appreciated? Maybe more [...]
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Regardless of Philosophy, Low Cost Funds Offer an Edge
The active versus passive investment philosophy debate has been going on for decades. Certainly there [...]
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Does Your 401(k) Advisor Understand Plan Design?
Most 401(k) Plan sponsors expect their advisor to be an investment expert. That’s why they hire them, [...]
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Is Your 401(k) Plan Ready for a DOL Audit?
No one likes to go through an audit. The process is tedious and a significant [...]
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Revenue Streams: An Inside Look at Stable Value Funds
A competent advisor should be able to provide their plan sponsor clients with a detailed [...]
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Do You Need Fiduciary Liability Insurance?
If you are a business owner or executive who has decision-making authority over an employee [...]
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What is an Investment Policy Statement, and Do You Need One?
An Investment Policy Statement (IPS) is a critical piece of documentation for your company’s 401(k) [...]
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How to Avoid Conflicts of Interest in Your 401(k) Plan
As a plan fiduciary under ERISA (Employee Retirement Income Security Act), you have certain obligations [...]
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Are Your 401(k) Participants Retirement Ready?
There are many reasons companies implement a 401(k) plan: To benefit the owners To attract and retain [...]
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Advisor Fees: What Costs Are Associated with 401(k) Plan Advisors?
Most companies recognize the benefit of offering a 401(k) plan to help retain and attract [...]
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Target Date Funds: Seemingly Simple Strategies May Not Yield Expected Results
Over the past decade, Target Date Funds (TDFs) have become the “go-to” investment for 401k [...]
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408(b)2 Fee Disclosures — Are You at Risk?
The Department of Labor’s 408(b)2 fee disclosure regulations went into effect July 1, 2012. As [...]
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Fiduciary Protection: Is Your 401(k) Plan Getting the Oversight it Needs?
Within any discussion about fiduciary protection, it’s important to first identify and understand the different [...]
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Are You Getting the Full Net Investment Return on Your 401(k)?
I recently attended a session at an industry conference on the topic of lowering costs [...]
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Worth archive
– Are auto features right for your 401(k) plan? – Are your company’s retirement plan [...]
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