Roles for Unbundled Retirement Plans

Understanding the roles and responsibilities for unbundled retirement plans.

There are four main roles in unbundled retirement plans: the advisor, an investment manager, a record keeper, and a third party administrator. The graphic below demonstrates each role and their responsibilities in relation to the plan sponsor.

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Definition of a Fiduciary Advisor

Definition of a Fiduciary Advisor

The following is an article by Sr. Consultant on the definition of a fiduciary advisor. It is important to realize that this definition comes straight from the pension protection act of 2006.

401kActiveWatch at a Glance

401kActiveWatch at a Glance

401kActiveWatch at a Glance The Role of 401kActiveWatch with your Retirement Plan. See how 401kActiveWatch fits into the narrative of the ever changing retirement plan environment. A message from Our Director of Retirement Plans • The enactment of the DOL Fiduciary...

Prospecting Through Third Party Administrators

Prospecting Through Third Party Administrators

Prospecting Through Third Party Administrators What is the real value proposition for 401kActiveWatch? 401kActiveWatch is our Brand for delivering comprehensive Retirement Plan Solutions. Our key differentiators with other Retirement Plan shops? HIS offers in-house...

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