Is your retirement plan team rowing in the same direction? One of the most common frustrations we hear from plan sponsors is the finger-pointing that can occur when the Third-Party Administrator (TPA) and Recordkeeper are separate providers. When issues arise,…
The DOL May Be Making Your Life a Bit Easier. At a recent National Association of Plan Advisors conference attended by RSA, Dan Aronowitz, EBSA Assistant Secretary, outlined a proposed rule on investment selection that boils down to one key…
Week 2: The Advantage of Seeing the Full Cost PictureFor financial advisors, helping plan sponsors evaluate a retirement plan is not just aboutinvestment performance, technology, or participant experience. It is also about helping theclient understand what they are paying, who…
Financial advisors who support retirement plans know that no two plans are exactly alike. Different employers have different goals, participant demographics, investment philosophies, fiduciary needs, payroll workflows, and service expectations. Yet many recordkeeping solutions still try to force advisors and…