![[PDF DOWNLOAD] Investment Committee Starter Kit](https://401kbestpractices.com/wp-content/uploads/2019/12/Investmentcommitteestarterkitcover-300x300.png)
Download the Investment Committee Starter Kit Information on what plan sponsors need to know and do when setting up an Investment Committee (with sample committee templates) Helping your clients set up an investment committee to clearly define and document a process of plan oversight is an effective way to help them limit the liability associated with […]
7 Strategies for Building a Strong 401k Committee
Do you have a strong 401k committee or are you looking to set up a 401k committee? There is so much great information online to help you set up and manage a 401k committee – in the last several months alone I’ve seen over 50 articles on committee best practices come through my inbox. To […]
Best Practices for 401k Committees
Those individuals responsible for the management and oversight of an employer-sponsored plan have personal liability according to the Employee Retirement Income Securities Act of 1974 (ERISA), because they make decisions on behalf of plan participants and their beneficiaries. Helping your clients set up a committee to clearly define and document a process of plan oversight […]
6 Steps You Must Include in Your 401k Service Process
Add Value and Keep the Competition Out with a 6-Step 401k Service Process In an increasingly regulated and competitive 401k industry, advisors are always looking for ways to bring more value to plan sponsor clients. By differentiating your services and demonstrating processes and procedures that your competition might not have covered, you can stand out […]
401k Service Models: The Complete Guide
The Challenge How can you help your 401k clients meet the minimum standards of prudence that ERISA imposes, regardless of plan size? It’s a common challenge…Small plan clients generate less revenue and typically don’t want to be as involved in the full suite of education, documentation, and hands-on services that a larger 401k client might […]