“Integrity is the
essence of
everything
successful.”
Richard Buckminster Fuller

401(k) Links

 

·         401k Help Center - Unbiased information for plan sponsors, retirement professionals, small business and plan participants.

·         CEFEX - is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries

·         DOL page for understanding retirement plan fees and expenses

·         fi360 - From self-assessment to CEFEX Certification, fi360 provides the knowledge and tools to perform assessments of conformance to fiduciary standards of excellence, including training for the AIFA designation, the required designation for performing CEFEX Certifications.

·         fi360 Blog

·         Plan Sponsor-PLANSPONSOR.com is the nation's leading online resource for pension and retirement issues.

·         SEC page for calculating mutual fund fees and expenses

 


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