Tag Archives: TPA

VIDEO: CREATING A REPEATABLE 401(k) FIDUCIARY PROCESS

Posted on by Jerome.Pfeffer

Being apart of your company’s retirement plan committee is a big responsibility with some important rules and regulations. We want to help you to create a repeatable process for your committee. Take a look at our short video that breaks … Continue reading

INFOGRAPHIC: HOW MUCH SHOULD I SAVE?

Posted on by Jerome.Pfeffer

If you have a company 401(k) plan, your plan participants defer a percentage of their paycheck to their 401(k). However, there are many different factors that go into how much they can actually contribute based on their personal finance goals. Ask them, … Continue reading

INFOGRAPHIC: PLAN SPONSOR PLAN QUESTIONNAIRE

Posted on by Jerome.Pfeffer

Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan. Utilize our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, … Continue reading

Aligning Company Goals with Effective Plan Design

Posted on by Jerome.Pfeffer

5 QUESTIONS EVERY 401(k) PLAN SPONSOR SHOULD BE ASKING

Posted on by Jerome.Pfeffer

  A huge responsibility rests on the shoulders of the members of a company’s retirement plan committee. With an influx of lawsuits, headline news, and changing regulations, it’s more pertinent than ever to be aware of what’s going on. We’ve … Continue reading