Articles
Why You Should Benchmark Your Retirement Plan
Under section 408(b)(2) of ERISA, covered service providers are required to identify all plan services and disclose all direct and indirect compensation received in connection with the plan. While plan sponsors benefit from receiving more c...
2017 Retirement Plan Benchmarking Report
How does your retirement plan stack up when compared to others? This report breaks down the metrics by plan size. If you’re interested in finding out what plan features other companies are providing, keep reading. A few key sections included a...
10 Questions to Ask a New Retirement Plan Provider
Are you in the market for a new recordkeeper, Third Party Administrator (TPA) , Registered Investment Advisor (RIA) , or any combination of the above for your retirement plan? As a fiduciary of your company’s plan, you are charged with selec...
A Blueprint for an Effective Retirement Plan
Managing your employees' retirement plan is an enormous responsibility and a personal risk. The plan's overall performance is all on you. This is a daunting task, but fortunately, you're not alone. ...
10 Questions to Ask Yourself About Your Retirement Plan
Understanding fiduciary responsibilities is important for the security of a retirement plan and compliance with the law. If you answer “no” to any of the following questions, you may not be complying with federal regulations. 1. Have...
Investment Committees: Five Best Practices for Success
Over the past decade, the investment climate has proved difficult. Equities have sustained two bear markets and interest rates have fallen to historic lows. As a result, many participants in 401(k) plans have watched their balances rise and fall, tr...