Corporate retirement plans
Plan Sponsor Insights
The latest retirement plan industry news, education and tips to help you navigate fiduciary responsibilities.

Financial Planning
Considering a Traditional Safe Harbor Retirement Plan
It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement plan design permits an employer to essentially avoid discrimination testing (the testing is deemed met).
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Financial Planning
3(38) or 3(21): Which Fiduciary Service is Right for You?
Looking to reduce your fiduciary risk as a plan sponsor? A little outside help can yield big reductions in risk, provide the best for the people on your company’s payroll, and help you feel good about your qualified retirement plan. Remember though, what’s good for the plan…
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