Blog - Sam Fiduciary | 3(21) Fiduciary | 3(38) Fiduciary

Monthly Blogs About The Company Retirement Plan Industry

Join readers and follow industry news that I post monthly. Get company retirement plan industry news and helpful tips.

My blog talks about anything regarding the company retirement plan industry along with insightful tips to apply to your own retirement plan. Subscribe to keep up to date!

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Sam Fiduciary

Dec 22, 2022
8 min

Guide to Hiring a 401(k) Fiduciary

Free Guide To Hiring A Fiduciary It can be challenging to know what you should look for if you are considering hiring a fiduciary to help...

Sam Fiduciary

Oct 20, 2022
4 min

401(K) PLAN

12 Tips For Creating The Perfect 401k Plan

12 tips to create the best 401k plan possible and retain employees for increased productivity.

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

What is a Safe Harbor 401(k) Plan?

What is a Safe Harbor 401(k) Plan? If you are a fiduciary for your company’s employee retirement or 401(k) plan, you must comply with...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

What Does 404(c) Compliance Look Like and Why is it Important for Your Employee Retirement Plan?

What Does 404(c) Compliance Look Like and Why is it Important for Your Employee Retirement Plan? As a fiduciary for your company’s...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

What’s the Difference Between a CPFA and a Financial Advisor? How Does it Make a Difference in Yo...

What’s the Difference Between a CPFA and a Financial Advisor? How Does it Make a Difference in Your Employee Retirement Plan? When you...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

How Your CPFA’s Fees are Determined and Whether You’re Getting a Fair Deal

How Your CPFA’s Fees are Determined and Whether You’re Getting a Fair Deal Your CPFA can offer so much value not only as an advisor on...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

What Recordkeeper Propriety Date Funds Are and Why You Should Keep Them Out of Your Company’s Emp...

What Recordkeeper Propriety Date Funds Are and Why You Should Keep Them Out of Your Company’s Employee Retirement Plan As a fiduciary for...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

What are 3-Year Morningstar Rankings and Why are They Important?

What are 3-Year Morningstar Rankings and Why are They Important to Consider for Your Employee Retirement Plan? As a fiduciary on your...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

Getting the Most Out of Your Employee Retirement Plan Through Plan Benchmarking

Getting the Most Out of Your Employee Retirement Plan Through Plan Benchmarking To get the most out of your company employee retirement...

Sam Fiduciary

Sep 18, 2022
2 min

FAQS

Why Diversification Analysis is a Must for Your Company’s Employee Retirement Plan

Why Diversification Analysis is a Must for Your Company’s Employee Retirement Plan Employee retirement plans offered by external service...

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