Category 401K

Apr
27
2016

Unbundled vs. Bundled Retirement Plans

Feb
18
2016

Understanding Fiduciary Responsibilities in a 401(k) Plan

*Excerpts from a report by Oppenheimer Funds and OGI Global Trust.  PlanPerfect is not affiliated with either OppenheimerFund or OGI Global Trust Fiduciary Responsibility The Employee Retirement Income Security Act of 1974 (ERISA) is designed to protect the retirement assets of workers who participate in an employer-sponsored qualified plan. ERISA sets the rules that plan […]

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 […]

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