Feature Article

Choose Your Plan Auditor Carefully

Are you happy with your plan auditor? Do you know what qualifications to consider when choosing one? Equally important, do you know a recent study by the U.S. Labor Department’s Employee Benefits Security Administration found major audit deficiencies occurred 39 percent of the time resulting in possible Form 5500 filling rejections?

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Recent Posts

What's Reasonable? Rule of Thumb Benchmark for 401(k) Adivosry Fees

Plan sponsors are increasingly aware of their fiduciary responsibility to ensure that their plan only pay “reasonable fees” to their service providers. While commonly used benchmarks on recordkeeping and investment data are readily available, there is far less information on the fees plan sponsors pay to their advisors.

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Top Ten Terms in Retirement Plans

As an advisor, we live and breathe the retirement plan world. All too often, we throw around the common acronyms and assume everyone understands the meaning and importance. To get you up to speed and launch the new year right, we’ve mapped out the top ten terms.

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