As a 3(21) fiduciary, Treasury Partners must always act in the best interests of both the plan sponsor and the plan participants. (Upon request, our team can also act as a 3(38) fiduciary.)
To help minimize potential conflicts, we maintain relationships with plan providers who can add appropriate levels of fiduciary oversight on behalf of the participants.
Managing Director Steve Bogner has been named to the Financial Times 2020 listing of the country's 401 Top Retirement Plan Advisors.
Retirement plans are required to meet “reasonability” standards regarding costs and there are many factors plan sponsors
must consider in selecting cost efficient platform.
The IRS has adjusted most dollar limitations for defined contribution and defined benefit plan for the 2023 tax year.Read More
Employing a Qualified Default Investment Alternative (QDIA) strategy may lead to a reduction in plan costs and to limiting the plan sponsor's fiduciary liability.Read More
NQDCs are exempt from most ERISA provisions and can be highly beneficial to plan sponsors and certain participants.Read More