Viewing entries tagged
Plan Advisors

Attention Small Plans:  What does your Advisor charge?

Attention Small Plans:  What does your Advisor charge?

Conferences are a great place for us to meet with vendors and other advisors to gain insight, share best practices and identify trends.  Our goal is to gain knowledge that helps us help our clients.  I was recently reviewing the agenda for an upcoming conference and noticed a session titled, “Small Plans, Big Margins”.

Is your 401k Advisor AWOL?

Is your 401k Advisor AWOL?

Your 401k plan advisor is a key service provider to your plan. A modern 401k specialist will not only help you manage the plan, but will take an active role in participant education and even one-on-one advice.