Don’t White Label 401(k) Funds—Here’s Why
If you would like to frustrate, annoy and confuse your 401(k)plan participants, then white label your 401(k) plan…
6 Reasons Why 401k Loans are (Really) Bad
A 401k loan is such a bad investment choice that it should not be allowed in any plan…
Are 401k Loans Double-Taxed?
Interesting question. It appears that the principal amount of 401k loans distributed at retirement are taxed at a…
The 10 Biggest 401k Plan Misconceptions
Print these off and debunk them one-by-one in your next education and enrollment meeting, because your 401(k) plan…
Should 401k Plans Only Offer Index Funds?
A number of retirement plan experts believe that 401k plan participants should only be allowed to invest in…
Fiduciary Confusion: What to Tell a 401k Plan Sponsor
President Trump signed a memorandum On February 3, 2017 asking the Department of Labor to review the new…
How to Avoid a DOL 401(k) Audit
There are many reasons for 401(k) plan sponsors (and their advisors) to do everything possible to avoid a…
9 Best Practices for 401(k) Financial Wellness
Have your plan sponsor clients started planning their 2017 401(k) employee education sessions? Generally, most plan sponsors conduct education…