June Retirement Plan Newsletter

June’s 401k retirement plan newsletter includes insights on what you should do to prepare for an IRS audit, how to save early to reach your retirement goals, and more!

May Retirement Plan Newsletter

May’s 401k retirement newsletter includes insights on fee equalization/levelization, evaluating plan fees, fiduciary hot topics, tips on rebalancing your portfolio, and more!..

Selecting and Monitoring Retirement Plan Service Providers

The selection and monitoring of retirement plan service providers is a fiduciary duty. This module describes the various service providers typically engaged by plan fiduciaries to assist with plan administration. It also describes suggested best practices to ensure that such service providers are independent and objective professionals…

3(21) and 3(38) Fiduciary Services

A retirement plan advisor can serve in either a 3(21) or 3(38) fiduciary capacity, and in some cases, both capacities. The needs and desires of the plan sponsor typically dictate the specific arrangement, which is predicated upon the subject of risk mitigation versus risk avoidance…

Tips for Administering a Prudent Retirement Plan

When it comes to designing and deploying a retirement plan for your company, it’s best to follow a proven path that offers employees prudent investment options from reputable, established and conflict-free providers…

Octboer 1st Safe Harbor 401k Deadline

For many small business owners establishing a Safe Harbor 401(k) plan is a win-win situation.  It provides both business owners and employees with excellent tax and retirement benefits…

How Are You Paying the Company’s Retirement Plan Expenses?

Retirement plans such as 401(k)’s and profit sharing plans are an excellent way for small business owners and their employees to save for retirement. As with any type of service, there are costs associated with providing a retirement plan…

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