We look forward to seeing you at the November 13 Lunch & Learn at Vista Chamber. Open to RSVP online and open a PDF with more details.

To reduce 401k costs, you must understand the cost equation. Once you understand it, you can change it. That's exactly what we have done to revolutionize the small to medium size 401k plan market!

Let us introduce the reader to the fiscally conservative 401k strategy for small and medium sized plans. The Fiscally Prudent 401(k) Plan is a “shining beacon” in the small and medium size plan market (<$50M).

So, yes, these two completely different government and private sector roles have similarities in that they each have an important fiduciary duty overseeing others’ assets.

O'Reilly Wealth Advisors offers Fiduciary Education Webinars as part of our alliance with Two West Advisors. These webinars are designed to help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under the Employee Retirement Income Security Act (ERISA) as well as applicable state laws. These webinars are also pre-approved for one HRCI or SHRM recertification hour.

This article will let 401(k) plan sponsors understand how and why they need to be more vigilant in their role as a 401(k) plan fiduciary.