Jul 25, 2017INVESTINGCollective Investment Trusts: Utilization is Growing but Challenges RemainDriven by the desire to avoid any excessive-fee lawsuit, simplify the investment menu, and minimize investment expenses for plan...
May 31, 2017401(k) Fees: Who Pays What and How to Help Participants Save MoreIt is no secret, and a study by the National Association of Retirement Plan Participants has proven, that retirement plan participants...
May 15, 2017INVESTINGWhat is an Investment Policy Statement and Why You Should Have OneThe cornerstone of successful retirement plan management is having well-established and documented processes and rigorously following...
Apr 24, 2017How to Select 401(k) Service ProvidersManaging a 401(k) plan requires a lot of knowledge, expertise, and is extremely time consuming. It not only involves administration and...
Apr 10, 2017A SIMPLE IRA: Good but not FlawlessOver the course of the last two weeks, we reviewed the key features of Solo 401(k) and SEP IRA retirement plans for small businesses....