401k Plan Optimization, Compliance, Investment & Partners 401kTV Where Plans Thrive
Investment Policy Statement (IPS) language must stop short of promising too much. An Investment Policy statement can do more harm than good if it moves from policy to guaranteeing results. The policy can become more of a liability than a ...
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.
Latest Stories
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Investment Policy Statement Must Stop Short of Promises
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401k Plan Fiduciary Liability Insurance Available for Retirement Committees
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Retirement Committee Education is Coming to Fiduciaries
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Senior Management Bolsters 401k Retirement Plan Committee
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Fiduciary Liability Created in 401k Plans
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Artificial Intelligence Helps Augment HR Management Decisions
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Financial Wellness Usage Includes the Family
Financial Wellness usage includes the entire Family. Financial wellness usage within benefit programs are increasingly becoming more popular. Upon conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held at Baruch College of The City University of New ...
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Retirement Committee Trustees Immediately Accept Fiduciary Responsibility
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Senior Management Bolsters 401k Retirement Plan Committee
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Financial Wellness Benefit Looks Different Post-Pandemic
401k News
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Financial Literacy Precedes Financial Wellness
Financial literacy is the first step in achieving financial wellness. Without financial literacy the average employee will have a difficult time grasping the concepts associated with being financially well. Financial literacy and financial wellness are not the same things. There ...
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Wellness Benefits Gaining Acceptance and Respect
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Cybersecurity Concerns of Government Accounting Office Send a Message
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401k Cyber Security Prudent Practices
