401k Plan Optimization, Compliance, Investment & Partners 401kTV Where Plans Thrive
Women’s financial security has been hit hard during the Covid-19 pandemic. Yahoo Finance recently hosted a panel discussion about women’s financial security. Women’s financial security is at-risk do to the challenges with regards to investing, saving, and retirement. The esteemed ...
Read More »HOW TPSU & TRAU ARE PREPARING FOR THE FUTURE:
All live programs for plan sponsors and advisors have been suspended until they can safely resume. In the meantime virtual options are available with CE credits to ensure that education is accessible to all.
For Plan Sponsors: We are making it available for you to attend the first 3 hours of TPSU’s live programs virtually. Retirement Committee members may also sign up for live/customized virtual training. Click here to find a program and get registered to attend.
For Plan Advisors: Virtual Super CE Session with up to 20-25 CE hours; virtual UCLA C(k)P training; SPARK’s ARPC & ARPS online certification; access to 54 online training courses. Click here for more information or to get registered for an upcoming Super CE Session.
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Retirement Plan Fiduciaries Now Look Through a Covid Lens
Retirement plan fiduciaries may notice their year-end 401(k)/403(b) reviews look different in 2020 than in years past. Covid-19 has forced retirement plan fiduciaries to pivot how they manage their plan’s day-to-day operations. Company goals and employees’ locations have shifted. Many ...
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Improve 401k Plan Outcomes with Knowledgeable Retirement Committee Members
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Managed Accounts and Financial Wellness Work Better Together
Managed accounts and financial wellness are finally being recognized as a valuable combination for retirement strategy. Usage in defined contribution retirement accounts is picking up steam. It turns out, the managed accounts and financial wellness combination, is integral when preparing ...
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401k Security Technology Helps Protect Participant Data
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Plan Sponsor Survey Reflects Fiduciary Support
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Retirement Plan Fiduciaries Now Look Through a Covid Lens
