The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth Management.
Establish a Valid Benchmark Group When plan sponsors look to benchmark their 401 (k) plan fees, they often look at plan asset size, number of participants, or similar industries. But much more is ...
BPAS, provider of retirement plan administration, recently rolled out its Annual Plan Review Report to plan sponsor clients. According to a press release, the Annual Plan Review Report provides a ...
Many executives only think of their 401(k) when receiving a plan financial statement. They don’t consider plan operations, potential pitfalls or their basic duties in operating plans. A set of ...
Are you in the practice of benchmarking your retirement plan on a regular basis? Have you ever benchmarked your 401(k) plan? Here's why you should this year: 1. It's free. More than likely your ...
Whether they’re serving clients in public accounting or working in business and industry, CPAs may need to provide advice on the many choices available when a business is offering a new retirement ...