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When Your Recordkeeping Platform Becomes Your Risk Platform

For years, recordkeepers sold the idea that technology solved everything. “Our platform is seamless,” they’d say, which is usually code for “It mostly works if nobody touches anything.” But the truth is simple: your recordkeeping system isn’t just...

When a Sponsor Says “Our Employees Just Don’t Care”—How You Help Them Care

Plan providers hear it all the time: “Our employees don’t care about the 401(k).” That’s usually employer-speak for “We haven’t communicated anything in three years and HR is tired.” Employees aren’t apathetic—they’re overwhelmed, confused...

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 industry...

When the Payroll Provider Becomes the Plan Provider

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

The Advisor Who Knew Too Little

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

Education Beats Enrollment — Every Time

There’s a metric that every plan provider loves to brag about: enrollment rates. Auto-enrollment ...

“The $3 Million Myth: Why Small Plans Still Need Big Fiduciary Thinking”

Let’s clear something up right away: just because your 401(k) plan isn’t in the Fortune 500 doe...

When $1.8 Million Becomes the Fine Print in the 401(k) Fee-Fight

Here’s a story straight from the trenches of the 401(k) world: the parties in a long-running exce...

One Shot to Get It Right

In the retirement plan world, there aren’t many do-overs. You don’t get to “try again” afte...

Don’t Be the Smartest Person in the Room—Be the Most Useful

In this business, every conference has that one person who wants everyone to know they’re the sma...