White Papers
 

Advisors access 408(b)(2) Bulletin (January 2012)

This bulletin provides an overview of the pending revisions to ERISA 408(b)(2) that will require service providers to adhere to uniform fee disclosure rules to their 401(k) plan clients.

Overcoming the Real Problem with 401k Plans: A Case Study (August 2009)

This follow-up to “The Tyranny of Choice” details how the Advisors Access approach enabled two plan sponsors to enhance their plans, reduce their fiduciary liability, and lower costs.

The Tyranny of Choice: Why 401k Plans are Failing and the Cure to Save Them (October 2008)
 

Participants don’t need more choice, they need more help. This paper highlights the core problem facing 401(k) plans and offers an innovative solution.