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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How Often Should a Plan Sponsor Benchmark 401(k) Fees?
What the law actually asks of your committee on fee benchmarking, where the three-to-five-year figure everyone repeats came from, and how to set a cadence you can defend.
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Directed vs. Discretionary Trustee: What's the Difference?
What separates a directed trustee from a discretionary one, who ends up responsible for the plan's investment decisions under each, and how to tell which arrangement your plan is using.
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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.
