Can I Keep My TPA If I Change 401(k) Recordkeepers?
Thinking about changing your 401(k) recordkeeper, but really like your TPA? They know your plan, understand your company, and the…
401k advisor
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What Changes With Your 401(k) as Your Company Approaches 100 Employees?
Your company had 30 employees. Then 50. Now you’re at 75 and hiring isn’t slowing down. Suddenly, someone asks: “Does…
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Your 401(k) Recordkeeper Was Acquired or Merged. Do You Have to Stay?
Your company carefully selected a 401(k) recordkeeper. Then something changed. Your recordkeeper was acquired. Two companies merged. A familiar name…
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Our Company Is Growing Fast. Is Our 401(k) Keeping Up?
Growth is exciting. You’re hiring. Revenue is growing. New opportunities keep coming. The company that had 25 employees suddenly has…
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Can I Change My 401(k) Advisor Without Changing Everything Else?
Your 401(k) works well. You like your recordkeeper. Payroll is running smoothly. Your TPA knows your plan. You just need…
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What Most Employers Don’t Realize About Their 401(k) Plan
If I could sit down with every plan sponsor for 30 minutes, here’s what I would say: Running a retirement…
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Which Fiduciary Is Which? Breaking Down the Real Differences Between 3(16), 3(21), and 3(38)
If you sponsor a 401(k) plan, you’ve probably heard terms like 3(16), 3(21), and 3(38) fiduciary. They sound technical –…
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5 Powerful Ways a 401(k) Financial Advisor Makes Life Easier for Employers (and Better for Employees)
A well-run 401(k) plan doesn’t happen by accident. It takes smart strategy, proactive oversight, and a deep understanding of both…
