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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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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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.
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What Events Should Trigger a 401(k) Service Provider Review?
Some things shouldn't wait for the next scheduled provider review. Here are the six events, and what to do when one shows up.
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What Separates the Best 401(k) Plans From the Rest?
What separates the best 401(k) plans from the rest comes down to three decisions a sponsor controls: automatic plan design, costs someone actually checked, and money that stays in the plan.
