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401(k) Administration Checklist for the 2020 Plan Year
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our checklist makes this job easy.
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How MEPs Signal a Broken 401(k) Industry
Multiple Employer Plans (MEPs) are better for the 401(k) industry than retirement plan savers and sponsors. Small business owners should avoid them.
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3 Warning Signs Your 401(k) Provider is Ripping You Off
If you’re a business owner, you must know how much your 401(k) plan costs because the consequences for paying excessive fees are high.
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401(k) Fee Study: What Does a Fiduciary-Grade Advisor Cost?
Our fee study of 753 fiduciary-grade financial advisors shows impartial advice reduces the total cost of a 401(k) plan. Employers should not settle for less.
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Revenue Sharing - 5 Reasons for 401(k) Fiduciaries to Avoid it
Revenue sharing makes it harder than necessary to meet 401(k) fiduciary responsibilities. Employers should pay direct 401(k) fees instead.
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Switching 401(k) Providers? What to Expect and Pitfalls to Avoid
To lower your 401k fees, you may need to replace your plan provider. This move can seem daunting until you understand the process and the pitfalls to avoid.
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Employers Must Avoid 401(k) Providers They Can't Understand
Avoiding 401k fiduciary liability can be easy. You just need a basic understanding of your fiduciary responsibilities and an easy-to-monitor plan provider.
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401(k) Mutual Funds – Pay Attention to Share Class!
Mutual funds are often available in multiple share classes. To serve the best interest of 401k participants, the least expensive share class should be used.
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It's Too Easy to Conceal 401k Fees – We Need 408b-2 Reform
Fidelity is being accused of charging excessive, undisclosed 401(k) fees. Other providers obfuscate fees in 408b-2 disclosures. It's time for reform.
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Small Business 401(k) Plan Design Study: What 3,975 401(k) Plans Are Doing
The right 401(k) plan design can help a small business meet plan goals at the lowest possible cost. Our study summarizes the designs of 3,975 401(k) plans
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