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Tag "Deborah Castellini"

Should a Plan Sponsor Adopt a 401k Investment Policy Statement?

    Should a Plan Sponsor Adopt a 401k Investment Policy Statement?

Whether a plan sponsor decides to adopt a 401k IPS remains an open question. It’s not a question that should be treated casually. Every plan situation is different. Plan sponsors therefore must conduct a thorough due diligence to determine what’s best for their plan.

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What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?

    What Do Most 401k Plan Sponsors Use: a 3(38) or a 3(21) Adviser?

If you think this evolution is amazing, just wait until you see what changes come about once the 401kMEP starts ramping up.

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DOL Proposed 401k Fee Roadmap: Merely Ineffective or A Major Plan Sponsor Sandtrap?

“A one-pager can really let the sun shine on the industry.”

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