How to Implement 401(k) Plan Benchmarking: A Fiduciary Best Practice Guide for 2026

Benchmarking is not merely a price-shopping exercise; it is a legal defense mechanism that validates the prudence of your plan governance. We…
The 401(k) Investment Policy Statement: Your Blueprint for Prudent Plan Governance

A 401(k) Investment Policy Statement (IPS) ensures ERISA compliance, guides fiduciaries in prudent plan governance, defines investment criteria, mandates monitoring, and supports audit readiness.

