Mar 27, 2017

Name Your 401k Plan Fiduciary?

2017-05-09T14:33:01-05:00March 27th, 2017|401k Blog|

Your 401k plan's investment fiduciary is an important member of your retirement plan team.   A paid professional, an investment fiduciary provides conflict-free investment recommendations to your plan’s sponsor or trustee. So, can you name your [...]

Nov 25, 2014

Plan Design Best Practices – Pt. 2

2014-11-25T20:56:41-05:00November 25th, 2014|401k Blog|

Thanks for joining us for this exciting follow up! OK, not so exciting. But important and useful, especially during Q4 when many of you are reviewing your current plan and evaluating its performance. Let’s jump [...]

Aug 4, 2014

QDIAs – Why all the fuss?

2015-01-07T20:02:33-05:00August 4th, 2014|401k Blog|

QDIAs  =  investment choice simplification +  employer peace of mind.     Rarely do employees have the wherewithal to direct their own retirement plan investments and most often they leave it up to their employer to [...]

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