All posts by: Erick Arndt

The Importance of Benchmarking Plan Fees: Best Practices for Plan Sponsors

Understanding Fee Benchmarking Benchmarking your plan fees is a critical practice for plan sponsors, ensuring that the costs associated with plan services align with industry standards. According to Callan’s 2024 DC Trends Survey, a substantial two-thirds of plan sponsors indicated... Read More

Ask Erick: Health Savings Accounts (HSAs) for Employees

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

401k Employee Financial Wellness 2025

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: How often should we benchmark our 401k Plan Fees?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: How Often Should We Review Our 401k Investment Lineup?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Investment Policy Statement – Key Ingredients

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Understand Expense Ratios

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Q2 401k Plan Sponsor Checklist

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More