Years ago, back when I was still at that fakakta law firm, I did what good people are supposed to do: I helped someone. I referred a 401(k) plan to an advisor. I even introduced him to the law firm partner — the big networker, the rainmaker, the tax certior...
There’s a frontier-town cliché: a chain is only as strong as its weakest link. In the 401(k)/403(b) world, that weakest link is often the administrator or recordkeeper when they cut corners. Mistakes from sloppy recordkeeping, incorrect deferrals, mis-a...
For years, recordkeepers sold the idea that technology solved everything. “Our platform is seamle...
Plan providers hear it all the time: “Our employees don’t care about the 401(k).” That’s us...
Everyone in the retirement plan world claims to be “participant-centric.” It’s the industry...
Bundling sounds so convenient, doesn’t it? One login, one service team, one bill. It’s the Netf...
Every plan provider has crossed paths with one — the advisor who talks a big fiduciary game but c...
There’s a metric that every plan provider loves to brag about: enrollment rates. Auto-enrollment ...
Let’s clear something up right away: just because your 401(k) plan isn’t in the Fortune 500 doe...
Here’s a story straight from the trenches of the 401(k) world: the parties in a long-running exce...
