Two types of auto-enrollment mistakes

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Auto-enrollment for 401(k) plans is increasingly a popular option.…

Good news from the DOL about fund disclosures

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In response to push-back from the investment and plan fiduciary…

The un-cashed 401(k) check dilemma

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Un-cashed checks create a problem for 401(k) plan sponsors. The…

Keeping the pencil sharp on recordkeeping for 401(k) plans

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The vast majority of 401(k) plans do not perform recordkeeping…

More info on the service provider fee disclosure regulation

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In light of plan sponsors’ need to disclose fees to plan participants…

Could your plan document disqualify 401(k) tax status?

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When is the last time you updated your 401(k) plan document?…

Costly compensation errors

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One of the most significant errors in retirement plans is the…

Get ready for July 1: fee disclosure day

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Bloggers and financial planning professionals are talking about…

8 disclosures + 5 questions = things to tell your auditor

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The formal name for setting auditor expectations is ‘written…

Do you know if your 401(k) plan is broken?

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401(k) plans require much maintenance to meet fiduciary requirements.…