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…
Plan Sponsors
If you help manage your company’s 401(k) plan, this section is for you. These articles are written to help plan sponsors like you make smart, confident decisions. You’ll find:
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Simple explanations of your responsibilities
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Tips to stay compliant with IRS and DOL rules
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Ways to boost employee participation in your plan
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Ideas to improve plan performance and reduce fees
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Best practices to help protect you and your company
Whether you’re new to the role or experienced, these resources will help you run a better 401(k) plan and support your team’s financial future.
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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…
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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…
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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…
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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…
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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…
