Login
Hughes v Northwestern: What is a "Prudent" 401(k) Investment?
When the Supreme Court re-opened the Hughes v. Northwestern University case, they didn't offer plan fiduciaries a "prudent" 401(k) investment definition. We do.
Read More
401(k) Nondiscrimination Testing Study – What % of Plans Fail?
Our 401(k) nondiscrimination testing study shows the percentage of small business plans that fail the ADP/ACP, top-heavy, 402(g), and 415 tests.
Read More
How to Make Small Business 401(k)s Cheaper than Mega Plans
Small 401(k) plans are notorious for high fees. Here's how business owners can benefit by making their small plan cheaper than a mega plan for participants.
Read More
.png)
The Top Ten Frugal Fiduciary 401(k) Blogs of 2021
Our top 10 blogs for 2021 are must-reads for small business 401(k) sponsors and participants. They cover controlled groups, testing, and plan administration.
Read More
.png)
401(k) Annual Administration - A Checklist for 2022
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our 2022 checklist makes this job easy.
Read More
Small Business 401(k) Plans – How the Best Can Help You Retire Faster
Avoiding 401(k) pitfalls during your working years can help you retire years faster. The best small business plans make this job easy. Don't settle for less.
Read More
Bundled or Unbundled 401(k) Provider – How to Choose
Bundled (or full-service) 401k providers deliver all of the major plan administration services, while unbundled providers must ally with other companies to do so.
Read More
401(k) Fee Study: How Much Does a Fiduciary-Grade Advisor Cost?
Our fee study of 860 fiduciary-grade 401(k) financial advisors shows impartial advice reduces the total cost of a retirement plan. Employers should not settle for less.
Read More
Employee Fiduciary Launches New 401(k) Fee Savings Calculator
Paying low 401(k) fees during your working years can mean dramatically higher savings in retirement. Our 401(k) fee calculator estimates how much higher.
Read More
Proposed 5500 Reform Won’t Help 401(k) Fee Benchmarking
401(k) fees can be impossible for plan fiduciaries and participants to compare apples-to-apples. Proposed Form 5500 changes will do little to help.
Read More