Insights

QDIAs A Win-Win for Plan Sponsors and Participants

In life, there are few win-win propositions, but for employers who sponsor a 401(k) plan that allows plan participants to direct their own investments, choosing a Qualified Default Investment Alternative (QDIA) can benefit both the employer and the plan participants.   ERISA Requirements for Plan Sponsors The plan fiduciary, typically the employer sponsoring the plan, …

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Take Charge of 401(k) Plan Distributions

Distributions Take Charge of 401(k) Plan Distributions   Even though plan sponsors engage a recordkeeper or third party administrator (TPA) to help them manage their 401(k) plans, the plan sponsor is still responsible under ERISA for overseeing operations and making certain the plan is administered according to the terms of the plan document. This includes …

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Benefit Trust Heads to the Napa 401(k) Summit & Country Music Festival

  Expert retirement industry speakers by day and Nashville’s musical talent by night. Benefit Trust will be attending the 2018 NAPA 401(k) SUMMIT & Country Music Festival. These events will take place April 15th – 17th in Nashville, TN. Here we’ll come together with fellow retirement plan professionals for the premier event with those who …

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