#fiduciary | Qpconsulting

mark61504

Feb 51 min read

Sponsor Trends Past & Present

According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in...

mark61504

Nov 21, 20231 min read

Thinking of Offering a Plan, SECURE 2.0 is Here to Help

For many employers, offering a 401K plan is often viewed as a luxury of larger companies. The perceived complexity can be enough to...

mark61504

May 2, 20231 min read

SECURE Act 2.0 Key Provisions for 2023

The SECURE Act 2.0 is now the law of the land and it includes tons of provisions relating to retirement plans. The general focus was on...

mark61504

Sep 22, 20221 min read

SEC hits Schwab robo-adviser with $187 million dollar fine

Sometimes independence isn't all it is cracked up to be. As fees become a greater focal point of consumers, vendors have tried to lower...

mark61504

Aug 5, 20221 min read

Wild Wild West.....of 403b's

Despite all of the talk about 401K plan fees over the last decade, their cousins, the 403b, still lack clarity in terms of their...