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eBooks, Guides, & How To Videos

Over the years, we’ve produced many intensive guides that assist our clients in figuring out complex issues with their 401k, 403b, and nonqualified retirement plans. Below is a comprehensive listing of those resources:

How do I ensure my plan is in compliance with DOL and IRS standards? Here’s our ERISA Compliance Checklist!

How do I know what my Fiduciary Responsibilities are as a Retirement Plan Committee Member? Check out our Fiduciary Responsibility Guide for Retirement Plan Sponsors!

What investments should I be offering in my retirement plan? Read our eBook Fiduciary Best Practices for Plan Menu Design!

We have Target Date Funds (TDFs) in our plan. How do I know they are the best fit for our employees? Get our Navigating the TDF Evaluation Process eBook here!

I have no idea how to pick between a Money Market and a Stable Value fund. What’s the difference and is there risk to me as a Fiduciary? Reference our “The Risk Free Investment Options are Changing” eBook for the answers!

I hear about Active Investment Strategies and Index Funds. What should I offer in our plan? What’s the difference? Get the answers from our eBook “An Examination of Active and Passive Investment Strategies!”

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Retirement Plan Consultants from our team will soon be launching a Podcast highlighting stories of successful 401(k) and 403(b) Retirement Plans. We’ll also be sprinkling in industry news, best practices, and new services available from industry leading service providers.