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Employers Should Avoid Providers That Treat 401(k) Plans Like a Product, Not a Service
Insurance and mutual fund companies treat 401k plans like a product by restricting fund and plan design options. Plan Sponsors need impartial and consultative advice instead
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Reasons to Pay 401(k) Fees from Corporate Bank Account
Learn the 4 valuable benefits small business owners earn when they pay their 401k administration fees from a corporate bank account.
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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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401(k) Earned Income – What You Need to Know
401(k) plans must allocate and test the contributions made to self-employed individuals using a special definition of plan compensation called earned income.
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401(k) Distributions - What You Need to Know
401(k) plans have distribution rules that are tied to your age and employment status. If you don’t understand your plan’s rules, you can pay unnecessary taxes.
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