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…
Business Owners
-
-
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…
-
Pitfalls of Managing a Corporate Retirement Plan
Managing a corporate retirement plan comes with various responsibilities, and avoiding potential pitfalls is crucial to ensuring the financial well-being…
-
The Distinction Between Financial Advisors and 401(k) Consultants
In the intricate world of employee benefits and financial planning, the roles of professionals can sometimes seem blurred. For Human…
-
The Advantages of Offering Employer-Sponsored Retirement Plans
Hey Business Owners! Ever wondered about the secret weapon to attract top talent, boost employee loyalty, and set your business…
-
What’s the difference between a SIMPLE IRA and 401k?
The 401(k) and SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) are both employer-sponsored retirement savings plans,…
-
Advantages of a Non-Qualified Deferred Compensation Plan
A non-qualified deferred compensation plan serves as a valuable tool for employers to attract and retain key talent, provide additional…
-
What is a Recordkeeper?
What Is a 401k Recordkeeper? Role, Fees & How They Differ from a TPA A recordkeeper is a key service…
-
Who Would Benefit from a Cash Balance Plan?
A Cash Balance Plan can be particularly beneficial for certain types of individuals or companies. While it’s essential to consider…
-
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…
-
Disadvantages of Hiring a Corporate Retirement Consultant
While hiring a corporate retirement consultant can bring numerous benefits, it’s essential to consider potential disadvantages to make an informed…
-
Advantages of Hiring a Corporate Retirement Consultant
Hiring a corporate retirement consultant for your company can offer several advantages, contributing to the overall success and effectiveness of…
