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Good Luck Escaping a Pooled Employer 401(k) Plan (PEP)
Employers can terminate a single-employer 401(k) at any time, but they can't terminate their portion of a Pooled Employer Plan. That can trap participants.
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SECURE Act 2.0 – Not the 401(k) Reform Americans Deserve
SECURE 2.0 delivers welcome, but incremental, reform. 401(k) plans are not cost-efficient enough today. Here are four things Washington can do to change that.
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Don’t Be Fooled by These 401(k) Conflicts of Interest!
The 401(k) industry is rife with conflicts of interest. Employers have a fiduciary responsibility to protect employees from them. Common ones hide in plain sight.
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Five Reasons Why Hidden 401(k) Fees Should be Illegal
Hidden 401(k) fees should be illegal. They can make it almost impossible for employers to protect the interests of plan participants and avoid fiduciary liability.
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Pooled Employer 401(k) Plans (PEPs): Myth vs. Reality
Pooled Employer Plans (PEPs) can seem attractive at first blush. Ironically, their purported benefits can, in fact, harm 401(k) plan participants and fiduciaries.
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How to Make Small Business 401(k)s Cheaper than Mega Plans
Small 401(k) plans are notorious for high fees. Here's how business owners can benefit by making their small plan cheaper than a mega plan for participants.
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401(k) Annual Administration - A Checklist for 2022
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our 2022 checklist makes this job easy.
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Small Business 401(k) Plans – How the Best Can Help You Retire Faster
Avoiding 401(k) pitfalls during your working years can help you retire years faster. The best small business plans make this job easy. Don't settle for less.
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Bundled or Unbundled 401(k) Provider – How to Choose
Bundled (or full-service) 401k providers deliver all of the major plan administration services, while unbundled providers must ally with other companies to do so.
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401(k) Fee Study: How Much Does a Fiduciary-Grade Advisor Cost?
Our fee study of 860 fiduciary-grade 401(k) financial advisors shows impartial advice reduces the total cost of a retirement plan. Employers should not settle for less.
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