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The Importance Of Fiduciary Training - The Importance Of Fiduciary Training By Mark Olsen, Senior Consultant at PlanPilot What does it mean to be a member of your company’s retirement plan committee? It probably means that you are intelligent and dependable and your CEO values your contributions. Your company leadership believes you are trustworthy, enough so to give you control over […]
Do You Think It Might Be Time To Change Your 401(k) Provider? - Do You Think It Might Be Time To Change Your 401(k) Provider? By Mark Olsen, Senior Consultant at PlanPilot You’ve taken the leap to offer a 401(k) plan for your employees. It’s an added expense and takes administrative hours, but you know that it is well worth the increase in employee well-being and the benefits […]
How To Make A 401(k) Contribution For Your Employees When You Can’t Afford An Ongoing Match - How To Make A 401(k) Contribution For Your Employees When You Can’t Afford An Ongoing Match By Mark Olsen, Senior Consultant at PlanPilot One of the things employees get most excited about regarding retirement plans is matching contributions. While this is “free money” to the employees, it is not to the company sponsoring the plan. […]
How To Select and Monitor Service Providers for Your Employee Benefit Plan - How To Select and Monitor Service Providers for Your Employee Benefit Plan As a retirement plan sponsor, you know that you have a big responsibility. Most plan sponsors find that the responsibility of running a plan and keeping it compliant with federal law is beyond the scope of their interest and skill level. Luckily, there […]
The Ins And Outs Of Designated Roth Accounts In Retirement Plans - The Ins And Outs Of Designated Roth Accounts In Retirement Plans By Mark Olsen, Senior Consultant at PlanPilot Thanks to the popularity of the Roth IRA, many people are familiar with how Roth accounts work. As opposed to most retirement accounts where contributions are made pre-tax and withdrawals are taxed, Roth accounts are funded with […]
Cyber Security Risk For Plan Sponsors - Cyber Security Risk For Plan Sponsors By Mark Olsen, Senior Consultant at PlanPilot It seems that every other day we hear about online security breaches experienced by major companies, from Yahoo to JP Morgan Chase, and even the IRS.  It seems that it is no longer a matter of “if” it will happen, but “when.” […]
Why Your Retirement Consultant Matters - Why Your Retirement Consultant Matters By Mark Olsen, Senior Consultant at PlanPilot The top financial concern for most Americans is not having enough money for retirement. This is a real worry for about ⅔ of workers. (1) As a retirement plan sponsor, you can help combat those fears. Sponsoring a retirement plan is a big […]
Five Steps to Lower Your Lawsuit Liability - Five Steps to Lower Your Lawsuit Liability By Mark Olsen, Senior Consultant at PlanPilot Recently we discussed how ERISA litigation is expanding to include a broader variety of claims, putting plan sponsors at greater risk. To combat this risk, plan sponsors need to step up and be more strategic about lowering their liability. Here are […]
ERISA Litigation Starting To Target Types Of Investments, Not Just Fees - ERISA Litigation Starting To Target Types Of Investments, Not Just Fees By Mark Olsen, Senior Consultant at PlanPilot ERISA litigation has been around almost as long as the law itself. Every year, some company is facing an excessive fees case or company stock litigation. However, a new trend emerged last year, which many plan sponsors […]
Pop Quiz: Can You Spot the Common Retirement Plan Misconceptions? - Pop Quiz: Can You Spot the Common Retirement Plan Misconceptions? By Mark Olsen, Managing Director at PlanPilot The laws and regulations surrounding retirement plans are complex and confusing. It isn’t any wonder, then, that there are a lot of misconceptions floating around. From fiduciary liability to required disclosures, there are a lot of common beliefs […]

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