5 Signs indicating that you might have fiduciary liability.
In order to avoid fiduciary liability, you, as a fiduciary, should pay attention to the expenses of the 401k plan you provide, and its performance, therefore: If the funds provided...Read More
Why 401k Participant Education is Vital for Plan Sponsors
A Plan Sponsor has many responsibilities. A good advisor can assist by helping the plan to reduce fees and meet fiduciary obligations. Ultimately the goal of the plan and the Plan Sponsor is to help set their employees up for a well-funded retirement
403(b) Plan Fiduciaries Take The Baton from 401K Litigation
The Story that Never Gets Old 401(k) litigation has beenĀ on going for nearly ten years and now lawyers began to vigorously extend it over to 403(b) plans. Top national educational...Read More
13 Questions Retirement Plan Advisors Should Ask Plan Sponsors
Retirement Plan Advisors usually have their own personal methods and strategies in their business practice when approaching retirement plans. Advisors who represent the interests of retirement plans must take on...Read More
Quick Guide: Asking Plan Sponsors the Right Questions
One of the first things to keep in mind (as they say in the legal profession) is that often the best kinds of questions to ask are ones that you...Read More
3 Must Have Tools To Grow Your 401K Business
Growing your 401(k) business is about delivering value, plain and simple. If you demonstrate unique value in your proposal by optimizing costs and benefits of a retirement plan, then you...Read More