by Marketing | May 17, 2019 | News and Articles
Though some employers may not think so, the truth is that in today’s world 401(k) plans are subject to fraudulent activity and that the often-overlooked retirement plan can be the perfect place for it to occur. For example, in late 2017, several news outlets...
by ERapp | Jul 10, 2018 | News and Articles
As a financial advisor, you will need to decide which TPA (third-party administrator) to partner with, when managing your client’s 401(k) plan. As you are determining which provider to use, it is important to understand the distinct roles within the plan and how...
by ERapp | May 3, 2018 | News and Articles
Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However,...
by Marketing | May 17, 2017 | News and Articles
The age-old debate of using a bundled vs unbundled model for a 401k plan has troubled plan sponsors for years. Try a Google search for “Bundled vs. Unbundled 401k”. Every provider and 401k resource seems to list the pros and cons of each model and then...
