Top Resources
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Featured Guide
Understanding Discretionary Trustee Services
A high level overview of discretionary trustee services, how they work and why some plan sponsors choose to use them.
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Plan Sponsor Guide
Fiduciary Role Comparison Guide
Understanding the practical differences between a Discretionary Trustee, 3(16), 3(21), Directed Trustee and 3(38) fiduciary roles
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Retirement
What Happens Behind-the-Scenes of a Well Run Retirement Plan
A look at roles, responsibilities, and oversight that support effective retirement plan management.
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Benefits
Employee Benefit Communication Checklist
A step-by-step checklist to reduce complexity while delivering clearer, more effective employee benefits.
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Investment
Quarterly Investment Review Checklist
A practical framework retirement plan committees can use to guide quarterly investment oversight.
Featured Articles
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Traditional 401(k) vs. Safe Harbor 401(k): Everything You Need to Know
A safe harbor 401(k) requires the company to contribute and skips the yearly ADP test. A traditional 401(k) leaves contributions optional and has to pass it. Here’s what each one requires.
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What is a Discretionary Trustee?
A discretionary trustee doesn’t just hold the assets. They make the investment decisions, too. The problem? Many plan sponsors have never stopped to ask which kind of trustee they have.
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What is a 3(16) Plan Administrator?
Every retirement plan has a plan administrator. If your plan document does not name one, the job falls to you. Here is what the role covers and what a 3(16) provider can actually take off your hands.
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What Are 401(k) Forfeitures and How Can They Be Used?
Understand what forfeitures are, the three things your plan can do with them, when they have to be used, and who at your organization has to make that decision.
