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Retirement Plan Insights

How Plan Sponsors Can Help Reduce Participant Investing Mistakes

participant investing mistake

Most of the people enrolled in your organization’s retirement savings plan are not likely experienced investors. Learn about common participant investing mistakes and what you can do to help.

Why it’s Critical for Plan Sponsors to Continually Monitor Plan Investments

plan sponsors monitor funds

In a recent Supreme Court Decision, retirement plan sponsors got a clear message about the need to continually monitor plan investments. Learn all about this requirement and what you need to do to fulfill it in this article.

Why Fee Benchmarking Can Help Plan Sponsors Reduce Potential Liability

401k fee benchmarking

Fees have been a focal point of recent retirement plan litigation. Learn what you can do to help reduce potential liability and keep fees reasonable for participants.

How Proper Documentation Can Help Retirement Plan Sponsors Prevent Liability

retirement plan advisor documentation

You’ve heard the old adage “put it in writing”. With retirement plans, that concept couldn’t be more important. Find out how proper documentation can help reduce the potential for liability for retirement plan sponsors.

How an Investment Policy Statement Can Help Retirement Plan Sponsors Prevent Liability

investment policy statement

If you’re a retirement plan sponsor, you’ve got significant liability for administering the plan properly. Find out how an Investment Policy Statement can help reduce potential liability against both you and your organization.

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