Creating Value for You and Your Employees

Four Cornerstones to Effective 401(k) Leadership

Managing a 401(k) plan isn’t just an administrative task—it’s a fiduciary responsibility with legal, ethical, and financial implications. Yet most plan leaders receive little to no formal training, even though they’re expected to act with the care and diligence of a prudent expert.

Effective 401(k) leadership comes down to four essential cornerstones. Learn about those in this FRA Exclusive!

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Examples of Educational Videos for Your Employees

401(k) Plans

Five Steps to a Healthy Retirement

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Investing Basics

Take Control of Your Financial Future

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Estate Planning

Communicating Across Generations

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Does partnering with FRA require me to change the recordkeeper or third-party administrator (TPA) currently serving my 401(k) plan?

No. Partnering with FRA does not require a change to your current service provider(s) for plan administration and record keeping. FRA is an independent advisory firm and we can work in tandem with nearly all recordkeepers and TPAs. Furthermore, periodically reviewing service providers and benchmarking their competitiveness is part of FRA’s standard advisory services.

Examples of Quarterly Content Sent to Employers to Provide to Employees as Helpful Reminders

Five Steps to a Healthy Retirement

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Have you Met Your Match?

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Staying Financially Fit

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Creating Value For You And Your Employees

• Our comprehensive services include advice and guidance on plan design, on-going oversight and management, investments, and service provider selection and benchmarking.
• We partner with you to tailor strategies to meet your objectives and to benefit your employees.
• As professionals familiar with fiduciary obligations, we provide training and assistance to those in key plan sponsor roles to help them fulfill their duties.
• We serve as a co-fiduciary alongside you with investments and provide guidance across the spectrum of plan sponsor responsibilities.
• We are an independent firm advising on your retirement plan’s investment options in alignment with your plan’s objectives and employee profile.
• A rigorous quarterly process provides the foundation to our investment reporting, analysis, and recommendations.
• We are motivated to educate and guide employees on how to save well for retirement, investing fundamentals, and to appreciate the retirement benefit you provide.
• Our services include delivering quarterly content on varying topics to share with your employees and we offer in-person and virtual group sessions.

Sample Service Planner

Our comprehensive services generally follow a schedule for core activities in support of continuous plan oversight and alignment with your preferences. The following Service Planner illustration highlights how activities can be arranged throughout the year. The scope, frequency,
and time of year for some activities are case-specific and often vary based on the size of the retirement plan and the number of plan participants