Tag Archives: 3(38)

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

By Jeff Chang Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an … Continue reading

Posted in fiduciary, Investments, Plan Administration | Tagged , , , | Comments Off on Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements

By Jeff Chang When it comes to retirement plan servicing arrangements for most public agencies, there are basically two flavors: bundled and unbundled. It is important for public plan sponsors and plan fiduciaries to understand the differences between these arrangements … Continue reading

Posted in Investments, Plan Administration, record-keeping | Tagged , , , | Comments Off on The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements