Month

July 2021
3(16) fiduciary services are rapidly gaining popularity in the retirement industry. But why? What do these services entail? Are they worth the investment for plan sponsors? We’ll cover these topics in the following post. What are 3(16) fiduciary services? When a business owner sets up a retirement plan, they are held legally responsible for the...
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Sticky Post
Which model is a better fit for you? Employers may choose to “bundle” multiple services for their retirement plans with one provider, or select two or more specialist service providers in an “unbundled” arrangement. In a bundled approach, the recordkeeper performs tasks typically reserved for the third-party administrator (TPA). Alternatively, an unbundled retirement plan combines...
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