Featured Resources
Plan Sponsor Guide
Structuring Fiduciary Responsibility & Oversight
Use this guide to evaluate whether your fiduciary structure provides the clarity, accountability, and oversight needed to support effective retirement plan governance while helping reduce operational and fiduciary risk.
Blog Post
What Happens Behind the Scenes of Well-Run Retirement Plan
A well-run retirement plan depends less on appearances and more on clear fiduciary oversight, defined responsibilities, and documented follow-through behind the scene
Committee Checklist
Committee Meeting Agenda & Documentation Checklist
A practical framework for running each committee meeting and documenting the record. Organize agendas, document decisions, and track follow up items so oversight activities remain clear and consistent.
Retirement Plans 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 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.
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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.
