For 401(k) Plan Sponsors | That 401k Site - Part 55

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About 35 Proprietary Fund Lawsuits

There are at least 35 lawsuits against plan providers using in-house mutual funds in their own 401(k...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

How Your 401(k) Participants Can Use Active Management

A passive portfolio management approach is appropriate for many 401(k) plan participants. But indexi...

by Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

Plan Sponsors Should Know Their “Hat” as Retirement Plan Fiduciaries

I love baseball jerseys and I also love New Era on-field Major League Baseball hats. Speaking of hat...

by Ary Rosenbaum, That 401(k) Guy

Mutual Fund Company TPAs, Distribution, and The Issues Today

In England, many of the top pubs are owned by British breweries because watering holes are an effect...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

I Sign the Form 5500 [Part 2]: What else did you sign up for?

In my first article, I discussed when a Plan Sponsor signs a Form 5500, they have established themse...

by Gina Migliore, Priority Pension Services, Inc. (AFI)

For 401(k) Plan Sponsors

The Audit of 401(k) Plan Financial Statements

A few weeks ago I wrote an article on the basics of testing of documents for audits of 401(k) Plans....

by Alfred Lutfy, CPA

For 401(k) Plan Sponsors

I Sign The Form 5500 What Does It Really Mean?

I think most of us have a pretty good idea. You’re a Retirement Plan Sponsor, or a Plan Administra...

by Gina Migliore, Priority Pension Services, Inc. (AFI)

Retirement Plans Should Fit Like A Glove

Johnnie Cochran should have been an ERISA attorney. The man who claimed: “if it doesn’t fit, you...

by Ary Rosenbaum, That 401(k) Guy

For 401(k) Plan Sponsors

How To Hire A 401k Investment Adviser

Employer plan sponsors often ask me which investment adviser credentials are most important to look ...

by Robert C. Lawton, AIF, CRPS, President, Lawton Retirement Plan Consultants, LLC

Millennial’s – The exhaustive guide to earning a million dollars while living in your parents basement and working from coffee shops

According to Pew Research, Millennials are categorized as individuals born after 1980. For simplicit...

by Andrew Rader, Financial Advisor

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