News & Knowledge
Important questions as you consider all of the potential providers and how they will work together to meet the needs of your practice’s plan.
As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.
As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.
Retirement plan sponsors need to be aware of their plan’s target-date series and what’s most appropriate for their staff.