Picking Retirement Plan Vendors for Small-Biz Owners

RELATED CONTENT

Shore Up Plan Sponsors' Safe-Harbor Protection

To maintain protection from fiduciary liability, plan sponsors need to constantly monitor how well they're complying with 404(c) safe-harbor guidelines. Help your clients stay up to date with this review of current issues and some suggestions on common-sense measures they could implement to fulfill their fiduciary obligations.

Help Plan Sponsors Avoid 5 Common Mistakes

Small-business owners can run afoul of a number of regulations in maintaining their qualified retirement plans. Whether you're prospecting for takeover business or servicing existing clients, pay attention to the common problems plan sponsors face.

How to Design a 401(k) Education Program

You've won the business. Now you need to design an educational program that meets the needs of both the plan sponsor and the participants. This handy overview helps you conduct a needs assessment, set goals, design content, and evaluate results.

How to Find—And Sign—Good 401(k) Prospects

Volatile market performance and increased scrutiny are leading many employers to consider changing retirement plans. To win their business, you need a thorough profiling procedure, practical insights into their problems, and a zealous commitment to service.