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How to Make Your Service Model Actually Participant-Centric (And Get Paid For It)

Everyone in the retirement plan world claims to be “participant-centric.” It’s the ...

Your TPA Isn’t the Plan Administrator—You Are

One of the most persistent myths in the 401(k) universe is the idea that the third-party ...

The QDIA You Pick Today Might Be Wrong Tomorrow

If there’s one consistent truth in the retirement plan world, it’s that nothing stays...

When a Recordkeeper Switch Becomes a Fiduciary Freefall

If you’re a plan sponsor reading this, you can sit back, relax, and think, “I’ll ne...

When the Payroll Provider Becomes the Plan Provider

Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’...

The Advisor Who Knew Too Little

Every plan provider has crossed paths with one — the advisor who talks a big fiduciary ...

The Myth of the Free Plan

By Ary Rosenbaum Every few months, I hear a plan sponsor brag, “Our provider said th...

The Match Game: When Free Money Isn’t Enough

We’ve all heard it: “Don’t leave free money on the table.” It’s the classic pit...

The Last Hart Beating — and Why Nattie Neidhart’s Heart Still Leads the Way

There aren’t many people in professional wrestling who live up to the character they pl...

Small Plans, Big Opportunity: Why Auto-Enrollment Matters

Here’s the straight talk: smaller employers—those with under roughly $50 million in p...