Where Is My 401(k) Money Held?
I get this question all the time: Where is my 401(k) money actually held? It’s one of those parts of…
Recordkeeper
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Thinking About Changing 401(k) Service Providers?
Here’s What to Expect. If you’re considering changing your retirement plan advisor, recordkeeper, TPA, or another service provider, you’ve probably…
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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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What is a Recordkeeper?
What Is a 401k Recordkeeper? Role, Fees & How They Differ from a TPA A recordkeeper is a key service…
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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…
