What Are The Top 403(b) Providers?

October 13, 2017 by Alex Goldberg

Large nonprofits like hospitals and universities may have ample staff to thoroughly research potential 403(b) providers. They may even have the capability to administer the […]

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What Are 401(k) Management Fees?

October 12, 2017 by Hazel Gunapala

While 401(k)s are a fantastic employer benefit, the unfortunate reality is that they are often riddled with fees that are difficult to understand. As an […]

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401(k) brokerage window

Think A 401(k) Brokerage Window Can Eliminate Your Fiduciary Responsibilities? Think Again.

October 5, 2017 by Healy Jones

Is a brokerage window, also known as a self-directed option or account, a smart option for your company’s 401(k) plan? These days, there are some […]

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Average 403(b) Fees: How Do Your Plan Expenses Measure Up?

September 30, 2017 by Alex Goldberg

Here’s some good news: it is costing non-profit organizations less to operate their 403(b) plans. That’s the conclusion of the 2016 BrightScope/ICI survey that examined […]

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How to Automate 403(b) Administration

September 27, 2017 by Alex Goldberg

If your organization offers a non-profit retirement plan then your employees are equipped with a great way to save for retirement. But that can also […]

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The DoL 401(k) Audit: How to Reduce the Odds and Prepare (Just In Case)

September 15, 2017 by Healy Jones

A Department of Labor audit of your company’s 401(k) plan can be a time-consuming, not to mention, an expensive proposition. How expensive? In 2013 the […]

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What are the best funds for your 403(b) plan?

September 11, 2017 by Alex Goldberg

If your non-profit offers a 403(b) retirement plan, one of your greatest responsibilities is choosing the right investment options. Your employees are relying on you […]

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[White Paper] Five Ways to Optimize your Small Business Retirement Plan

September 8, 2017 by Alex Goldberg

When you are running your small business, no two days are the same. But do you have the time and the staff to keep up […]

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What Does a 401(k) Advisor Do?

August 30, 2017 by Alex Goldberg

So you are managing your company’s 401(k) all by yourself? On the one hand, a 401(k) is a great way for you and your employees […]

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nonprofit retirement plan administrator

Nonprofit Retirement Plans: An Overview of 403(b) Options

August 23, 2017 by Alex Goldberg

A 403(b) retirement plan is often described as a “401(k) for nonprofits.” The two defined contribution plans are certainly similar, but there are important differences […]

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