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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Can a Business Owner be the Trustee of their 401(k) Plan?
This post covers what serving as your own 401(k) trustee actually involves, how the role changes once employees join the plan, what you personally take on, and what a corporate trustee does and doesn't change.
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How Do You Build a Benefits Communication Calendar?
A benefits communication calendar works when each message is scheduled for the point in the year when employees can still act on it, and building one takes little more than your plan dates and the nine emails in this kit.
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What Is a Qualified Default Investment Alternative (QDIA)?
A QDIA is the investment your plan uses when an employee never picks one, whether they were enrolled automatically or just skipped the investment election, and only certain investments qualify.
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What Should an Employee Financial Education Program Include?
A financial education program comes down to four things a committee decides: what you teach, how you teach it, who does the teaching, and which participant numbers you check before and after.
