Articles

Aug
15
2015

Retirement Plan Jeopardy: Who Pays that Fee?

Fees have got to be the most asked about and least understood topic that comes up in my discussions with clients and prospects. I’ve heard dozens of different questions related to fees over the years, but a few stand out both in terms of how often they’re asked and their importance. Below we’ll look as […]

Jun
13
2015

One Stop Shopping Could Cost You

Is One-Stop Shopping the Best Way to Go? We all know that one-stop shopping saves time and money when we need a bunch of household items. We’re more likely to go to Costco or Home Depot than drive all over town to different stores. 401(k) plans require three services: plan administration, recordkeeping, and investment advisory […]

Feb
20
2015

The Facts About Revenue Sharing

What is Revenue Sharing? Sometimes revenue sharing is referred to as “hidden fees”, other times “indirect payments.” For good reason, these fees can be so complex and “under the radar” that many retirement plan sponsors are either unaware of their existence or don’t have a sense of their real cost. The fact is revenue sharing […]

Sep
16
2014

How Our Open Architecture Can Benefit You

A recent study shows that most employers and employees are unaware of the hidden fees and expenses buried in their retirement plan. Since 2009, the Federal government has mandated that all plans disclose these “hidden” fees. With an Open Architecture 401(k) platform, all fees are transparent. In addition, the Plan Sponsor (the business owner) can […]

Oct
16
2012

Open Architecture 401(k) Plans

Get maximum investment flexibility, control, and choice Open Architecture plans are the ideal solution for employers who want the freedom to customize their 401(k) or other retirement plan with the investment choices and features they desire. With this platform, any type of defined contribution plan can be matched to any grouping of investment options, including […]

Oct
15
2012

Combination Plan Design

Retirement plans fall into one of two categories: Defined Contribution Plans and Defined Benefit Pension Plans. Defined Contribution Plans, also known as retirement savings programs, cover a broad range of programs such as Profit Sharing and 401(k) plans. These types of programs allow owners and employees to make contributions that are allocated to individual participant […]

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