Simplifying Your Employee Benefit Plan RFP Process with an ERISA Independent Fiduciary

Caroline Raker

Published on: 11/28/2025

Managing an employee benefit plan is a significant responsibility for any business owner. Beyond ensuring your employees receive valuable benefits, you must also comply with ERISA regulations, monitor fees, and choose service providers wisely. One of the most critical aspects of this process is the Request for Proposal (RFP)—a formal way to evaluate potential service providers for your plan.

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What Is ERISA Section 404(c)? A Simple Guide to Protecting Your Retirement Plan

Caroline Raker

Published on: 09/01/2025

When it comes to retirement planning, one important piece of the puzzle often gets overlooked: legal protection for plan sponsors. That’s where ERISA Section 404(c) comes in. If you're a business owner or plan sponsor offering a retirement plan like a 401(k), understanding this ERISA rule could save you from unnecessary legal risks.

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