SERVICING STRATEGIES

Art by James Yang

Value Added

Helping sponsors see the worth of an adviser's fiduciary services

Reharvesting

The case for re-enrollment to improve participant outcomes

Staying Within Bounds

Does the new fiduciary rule create a fine line between education and advice?

Do They Belong?

Helping sponsors evaluate their options for nonactive participants

Correct Size

Creating an RFP that addresses each sponsor’s individual needs

The New Retirement

Many Boomers will need to work in retirement; advisers can help them plan for it

Plugging Plan Leaks

Many 401(k)s contain a feature advisers don’t want participants to use

Tools of Engagement

The technology advisers increasingly use to involve participants

Right Size

Serving the different needs of mega, midmarket and micro plans

Running the Show

Six essential responsibilities of a plan administrative committee

Bylaws of a 401(k) Administrative Committee

A plan sponsor’s administrative committee needs to abide by written bylaws, according to a white paper from RidgeWorth Investments of Atlanta, titled “The Best Practices of Retirement Plan Committees.”