Plan documents are the written agreements which describe the terms and conditions of a retirement plan. Let's discuss what's inside.

Fiduciary responsibility refers to the legal and ethical obligation to act in the best interests of another party.

Fiduciary liability raises serious questions within companies about not only the quality of employee care but also concerns about what responsibilities fiduciaries outside of the company must meet for their clients.

The interest in 3(16) Fiduciary Services is not slowing down. Yet, these services may not be the best option for every retirement plan. Not all 3(16) fiduciaries offer the same services, and not every plan sponsor needs the same assistance with administrative duties.

Business owners everywhere have a lot on their plate from the unstable economy to worker and supply shortages, to administrative burdens related to operating retirement plans with ever-changing requirements. This blog post will share information about how to use retirement plans and Third Party Administrators to bring relief to the administrative load carried by Plan Sponsors. It is no secret that there are worker shortages all around America in every industry. One of the way

As with the preceding phases of retirement plan testing, there are many ways in which errors can occur during the valuation phase. It is important to understand what takes place in the valuation phase and what your TPA should be doing to ensure a smooth process. Here, we have outlined the process and the steps that must be taken to ensure there are no issues. The valuation phase occurs after inputting all census data and reconciling any errors, the Consultant can begin testin