401(k) Providers 3(21) vs. 3(38) Fiduciary: An ERISA Attorney Breaks it Down What does it mean to be a fiduciary? How is a 3(38) fiduciary different from a 3(21)? And honestly, does my plan really need either one? If you’ve been asking
401(k) Providers 401(k) RFP Template: Evaluate Top 401(k) Plan Providers Today Looking to save time and make your 401(k) RFP (request for proposal) process easier? You’ve come to the right place! We put together a comprehensive, easy-to-use 401(k) RFP Template to
401(k) Providers 401(k) Financial Advisors: Core Responsibilities & Risks If you’re looking into a 401(k) financial advisor, you probably want some qualified help navigating your 401(k) investment and asset management. But you probably also have a few questions. What
401(k) Providers Who are the Best 401(k) Providers for Your Small Business? Sounds like a simple question, right? Unfortunately, finding the answer is a lot harder than it should be. Evaluating 401(k) providers can be daunting for small businesses. The 401(k) industry is
401(k) Providers Switching 401(k) Companies? Avoid These 3 Costly Surprises! So you’re thinking of switching to a new 401(k) company. Perhaps your current 401(k) is expensive and you think you can get a better deal and save some money. Or
401(k) Providers Top 401(k) Advisors Do These 5 Things. Does Yours? Ever found yourself wondering: "am I getting the most out of my 401(k) advisor?" It’s a perfectly valid question. You and your employees pay them a lot of money
401(k) Providers Pros and Cons: What is a Professional Employer Organization (PEO)? As you focus on growing your small business you may have considered working with a Professional Employer Organization, or PEO. Or you may have already outsourced some tasks to such a group. A
401(k) Providers What vendors are required to offer a 401(k) plan? It all sounds so simple. Every payday you and your employees divert a portion of your paycheck into their 401(k) account. Then, invest. Repeat each payday. But it takes a surprising number
401(k) Providers 4 Reasons to Hire an Advisor for Your 401(k) Plan If your small business’s 401(k) is already up and running, you deserve a hearty congratulations. You may have put the plan in place all by yourself and are running the plan
401(k) Providers Should you get your 401(k) from your payroll provider? If you are thinking about offering a 401(k), you may think it makes perfect sense to hire your payroll provider to recordkeep and administer the plan. After all, you want to sock
401(k) Providers Who are the Top 10 Small Business 401k Providers? Who are the top 10 SMB 401(k) recordkeepers in 2017, and how do you compare these providers and pick one that is right for for your small or midsized business? Every year,
401(k) Providers Should you get your company’s 401(k) from a PEO? It’s not unusual for small and mid-sized businesses to rely on an outside organization to handle HR needs – a Professional Employer Organization, or PEO. A PEO will usually handle payroll, state and
401(k) Providers 401(k) Recordkeeper: What They Do And What To Look For There are a lot of players in the industry, and there are a lot of different service providers behind the scenes when it comes to managing a 401(k) plan. There’s the
401(k) Providers 401(k) Provider Shopping Guide: 15 Questions to Ask When Comparing 401(k) Plan Providers So you’re shopping for an improved 401(k) plan, congrats! Whether you inherited a clunky plan from your predecessor or you’ve outgrown your current solution, there’s a lot to keep