Julie K. Stapel
How can 401k plan sponsors balance these two opposing forces? The answer most likely lies not within the walls of the company, but in its ability to outsource certain key fiduciary duties to recognized leaders in the fiduciary service industry.” Mr. Carosa, chief contributing editor of ...
The Urgent Call for Innovation in the 401(k) Industry ByFred Barstein/401k News,Adaptability,Communication,DC Plan Sponsors,DC plans,DOL,employer match,evolving and adapting,Fiduciary,Fiduciary,innovation The 401(k) industry is in a crucial phase, driven by various factors that demand innovation....
DOL: Tips For Selecting And Monitoring Service Providers For Your Employee Benefit Plan DOL: Understanding Retirement Plan Fees And Expenses DOL: What You Should Know About Your Retirement Plan Tags 12b-1 401k 403b 408(b)(2) active Annuity Asset Allocation auto-enrollment baby boomer court ruling...
Director of 401(k) Advisory Services at The Fiduciary Group Kyle Powers discusses what to look for when searching for a 401(k) advisor.00:00 00:00 To be included in our video interviews or if you need video services for your company, please contact us....
Plan Records Feel confident, not overwhelmed! Share: Annual Administration Annual 401(k) administration shouldn’t be stressful or time-consuming for employers. A qualified 401(k) provider will do most of heavy lifting by completing the most technical tasks, while making the employer’s role...
Plan Sponsors to use this information as leverage when negotiating with service providers for recordkeeping and investment management services. Understanding these fees on an annual basis, while also considering the quality of the service in relation to the fee paid, can assist the Plan Committee ...
Legacy 401k Partners is a Retirement Plan Advisor who specializes in advising corporate retirement plans. Legacy can act as a 3(21) or 3(38) advisor.
Plaintiffs bring a broad range of claims against a number of defendants—including Home Depot, Inc.; the administrative committee of the Home Depot Futurebuilder 401(k) Plan; the plan’s investment committee; Financial Engines Advisors; Alight Financial Advisors; and some 30 or more individuals fr...
With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you? Learn More Maximize Your Equity Compensation Few executives have the time or energy to effectively manage the intricacies of their own ...