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1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

September 2013

Client Questions About Being a Fiduciary

With all of the fiduciary conversation going on lately, clients may have questions about their responsibilities. Here are three questions plan sponsors may be asking:  

1. Am I fiduciary?

If you’re a plan sponsor, you’re a fiduciary. The Department of Labor (DOL) says fiduciary status is based on your responsibilities.

2. Can I hire someone to be the fiduciary for my plan? 

Managing a 401(k) Plan

Do you know that one-third of all private-sector employees, about 42 million, work for small businesses with fewer than 100 employees? Upwards of 70 percent of those employees lack access to a work-based plan to save for retirement.

That troubling statistic was released this summer by the United States Government Accountability Office (GAO). Why the lack of access to retirement plans for many employees? The government found a lot of small business owners are overwhelmed by the responsibilities they believe come with 401(k) plans.


Things Advisors Need to Know About Data Management

At one time or another, every advisor has had to reassure a plan sponsor that the recordkeeping around their 401(k) plan is safe and mistake-free. A recent article at PLANSPONSOR.COM by Kevin McGuinness quotes a report conducted by the Aite Group on what retirement plan sponsors should consider about the data management of their asset manager, recordkeepers and other plan-related service providers:

Value in the Client Experience

What are plan sponsors looking for in a Financial Advisor? A study by Warren Cormier of the Boston Research Group says the number one driver of overall satisfaction for Plan Sponsors is the advisor’s “ability to demonstrate that the value they deliver is well worth the fees and other costs.” The study says there are several specific customer experience elements that create value: