Free Resources

2019 Results

Seeking (k)larity® Financial Wellness Survey

Responses from nearly 1,900 employees that provides a comprehensive, multi-dimensional look at financial wellness & well-being.

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What to Look for in a Fiduciary Advisor for Your 401(k) or 403(b) Plan

6 specific traits to look for when hiring a fiduciary advisor for your organization's retirement plan and 11 critical questions to ask.

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What to Look for in a Recordkeeper/TPA for Your 401(k) or 403(b) Plan

5 drivers of declining service levels and 8 important questions to ask when hiring a recordkeeper and/or TPA for your organization's retirement plan.

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What to Look for in a Plan Auditor for Your 401(k) or 403(b) Plan

5 qualities to look for when hiring a plan auditor for your organization's retirement plan and 11 essential questions to ask.

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Cybersecurity Questions for Recordkeepers

Retirement plan fiduciaries have an obligation to secure and keep private the personally identifiable information of plan participants and beneficiaries. Part of this essential task is ensuring that plan service providers take cybersecurity preparedness and plan data protection seriously.  Here are 16 questions plan sponsors should be asking their recordkeepers.

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