Employees as Retirement Plan Fiduciaries: Navigating Internal Roles and Risks
Would you intentionally ask your most dedicated managers to put their personal savings on the line for a corporate administrative task? For many…
Eligibility Tracking Retirement Plan Checklist: A 2026 Compliance Guide
Most plan sponsors don’t realize that a simple spreadsheet error in your eligibility tracking retirement plan process isn’t just a clerical mistake;…
Switching 3(16) Plan Administrator: A 2026 Guide to Seamless Fiduciary Transition
Research from FuturePlan indicates that errors exist in over 75% of retirement plans, often stemming from simple payroll oversights that lead to…
The Strategic Benefits of 401k Administration Outsourcing in 2026
Signing your company’s Form 5500 isn’t just a routine administrative task; it’s a personal assumption of legal liability that can haunt you during a…
401k Administration for Small Business: Managing Risk and Compliance in 2026
Most small business owners mistakenly believe their recordkeeper or payroll provider is the one legally responsible for plan errors. In reality, the…
The Role of an Independent Retirement Plan Administrator in 2026: A Comparison Guide
The “all-in-one” convenience of a bundled 401(k) provider might actually be your greatest source of personal legal risk. While it feels easier to…
3(16) Administrator vs. 3(38) Fiduciary: Which Does Your Plan Need?
If you believe your investment advisor is shielding your company from every possible ERISA mistake, you’re likely carrying a much heavier burden than…
