September Retirement Plan Newsletter

September’s 401k Retirement Plan Newsletter includes insights on retirement plan analytics, how health modification can help increase your retirement dollars, average annual out-of-pocket healthcare costs, and more.

August Retirement Plan Newsletter

August’s 401k retirement plan newsletter includes insights on collective investment trusts, including health care in your retirement plan strategy, updates on the fiduciary rule, and more!

July Retirement Plan Newsletter

July’s 401k retirement plan newsletter includes insights on exchanging your old retirement solutions for new ones, tips for preventing uncashed retirement checks, and more!..

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…


We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

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