5 Signs It’s Time to Re-evaluate Your 401(k) Plan
A 401(k) plan is a critical part of your company’s benefits package, helping employees save for retirement and positioning your…
Plan Sponsors
Payroll Integration with 401(k) Plans
A Retirement Plan Consultant’s Perspective on Pros & Cons As a 401(k) advisor, I work closely with HR teams and…
What Is a Third-Party Administrator (TPA)?
When it comes to managing a 401(k) or other retirement plan, the term third-party administrator (TPA) often comes up. But…
What Is an ERISA 3(38) Fiduciary, and Is It Right for Your Plan?
Managing a 401(k) plan involves navigating complex regulations, investment decisions, and fiduciary responsibilities. For employers looking to reduce their liability…
What Is a Bundled 401(k) Plan?
When it comes to offering a 401(k) plan for your business, one of the key decisions you’ll face is whether…
What Is a Safe Harbor 401(k)?
If you’re a business owner considering a 401(k) plan for your employees, you’ve likely come across the term Safe Harbor…
Understanding ERISA Fiduciaries: Types, Roles, and Responsibilities
Navigating the world of employer-sponsored retirement plans means understanding a few key terms and concepts, one of which is ERISA…
What Is an ERISA 3(21) Fiduciary?
When it comes to managing a 401(k) or other employer-sponsored retirement plan, fiduciary responsibilities can feel overwhelming. Employers are tasked…
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…
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…