Featured Jobs
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Stones River Consulting
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Nova 401(k) Associates
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Daybright Financial
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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Search the News Archive
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7 Matching News Items |
| 1. |
Retirement Planology
Sept. 11, 2025
"It's time to get smart on fees and benchmarking. This guide will help you understand the rules, how to compare your plan, and what pitfalls to avoid.... [It will] highlight the most common mistakes that can undermine your efforts, and ... help you recognize the warning signs that indicate your current advisor may not be providing the level of service your plan requires."
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| 2. |
Retirement Planology
June 4, 2025
"Understanding your responsibilities isn't just about avoiding legal pitfalls or risk management -- it's about making prudent decisions that directly impact your employees' financial futures. Comprehensive fiduciary training should address these key areas: [1] ERISA fundamentals ... [2] Plan governance ... [3] Investment management responsibilities ... [4] Day-to-day operations ... [5] Best practices and industry trends ... Red flags: When your advisor isn't meeting the mark ... What excellent fiduciary training looks like."
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| 3. |
Retirement Planology
Apr. 23, 2025
"Your investment advisor should [1] create and regularly update an Investment Policy Statement that defines the criteria for selecting and monitoring investments.... [2] help with what types of investments should be included and how, in order to help employees build a diversified portfolio.... [4] establish a regular process for monitoring fund performance and identifying underperforming or unsuitable options.... [4] act as a fiduciary, with a legal obligation to act in the best interest of plan participants."
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| 4. |
Retirement Planology
Nov. 4, 2024
"Are you considering switching to a new plan advisor, third-party administrator, or recordkeeper for the new year? Is there enough time to do it by January 1? ... Changing your plan advisor vs. third-party administrator vs. recordkeeper ... Pre-planning stage ... Transition and conversion stage ... Factors that may affect the timeline ... Tips for a smooth transition."
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| 5. |
Retirement Planology
Aug. 21, 2024
"There are retirement plan challenges that are specific to certain types of industries ... [1] Government contracting firms ... [2] Healthcare ... [3] Law firms ... [4] Professional service firms ... [5] Fast growth / capital constrained companies ... [6] Nonprofits."
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| 6. |
Retirement Planology
Mar. 25, 2025
"ERISA 3(21) nondiscretionary fiduciary: advisor as a guide ... ERISA 3(38) discretionary fiduciary: outsourced chief investment officer ... ERISA 3(16) administrative fiduciary: handling the paperwork ... How to use this information: [1] Review your service agreement.... [2] Document everything, or ensure your advisor is.... [3] Ask tough questions.... [4] Compare their services and fees."
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| 7. |
Retirement Planology
Sept. 4, 2024
"Some provisions have already taken effect, while others are scheduled for implementation in 2025 and beyond. Plan sponsors should be aware of these upcoming provisions, as many will require them to decide whether to opt in or out. Here's a summary of the key changes that plan sponsors need to know."
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Syntax Enhancements for Standard Searches
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