For plan sponsors subject to annual retirement plan audits, the audit process can feel intimidating. Many sponsors worry that an audit will uncover problems that reflect poorly on their organization or create regulatory trouble. In reality, audits often se...
Many plan sponsors believe that once they hire a recordkeeper, TPA, or investment advisor, their fiduciary responsibilities are largely taken care of. While service providers certainly help manage the plan, there is one fiduciary duty that plan sponsors can n...
Many plan sponsors assume that once a retirement plan is established and service provider...
When plan providers lose a client, the first assumption is usually pricing. The adviso...
Anyone who works in the retirement plan industry has heard the complaint from advisors an...
Every once in a while, the entertainment industry produces something so misguided that de...
Every once in a while, the entertainment industry produces something so misguided that de...
Whenever Congress creates a new savings vehicle, the legislation is only the beginning. T...
If you want to understand where the Department of Labor is headed on retirement plan inve...
In the world of retirement plans, it’s easy to overlook the fine print — until someon...
