What is a Recordkeeper?
A recordkeeper is a key service provider involved in the administration and management of retirement plans, including 401(k) plans. The…
Plan Sponsors
Questions to Ask a Recordkeeper before Hiring Them
Selecting the right recordkeeper for your company’s 401(k) plan is a critical decision. Asking the right questions can help you evaluate…
What is a 401k advisor?
The terms “401k consultant” and “401k advisor” are often used interchangeably, but they can have nuanced differences in their responsibilities…
What is a 401k Consultant?
The terms “401(k) consultant” and “401(k) advisor” are often used interchangeably, but they can have nuanced differences in their responsibilities…