The Importance of a Fiduciary Audit File

Fiduciary Audit File

Fulfilling fiduciary obligations under ERISA for defined contribution plans can seem overwhelming but there are simple steps that can be taken to prepare for an audit and keep the ...

Read More »

PIMCO: TDF Selection – Monitoring is Not One-Size-Fits-All

PIMCO : TDF Selection

PIMCO: TDF Selection, Monitoring Is Not One-Size-Fits-All. PIMCO recently conducted a Q&A on target date fund (TDF) selection and monitoring with senior leaders from some of the top defined contribution ...

Read More »

Second MEP Goldrush is Upon Us : Pentegra – 401ktv

MEP Goldrush

Pentegra: The Second MEP Gold Rush is Upon Us. Retirement plan governance expert Pete Swisher at Pentegra Retirement Services recently penned an article asking the question, “Are we headed for ...

Read More »

Engaging 401k Participants Through Personalized Emails   

Engaging 401k Participants

Engaging 401k Participants Through Personalized Emails. At a TPSU program held at Loyola University, the HR director of a 400+ person company with multiple locations describes how she engages ...

Read More »

Retirement Savings for Ineligible Employees – A New Twist – TPSU

Retirement Savings

Retirement Savings for Ineligible Employees. During a Fiduciary Education Program delivered by The Plan Sponsor University (TPSU) at Villanova University of greater Philadelphia in Pennsylvania, Joe Wassel, Vice President ...

Read More »

Retirement Age is Rising : Center for Retirement Research

Retirement Age is Rising

Retirement Age Rising : Center for Retirement Research. The average retirement age is on the rise. MarketWatch recently published an article penned by Alicia Munnell, director of the Center for ...

Read More »

Roth 401(k): Your Employees Might Be Missing Out

Roth 401k

Roth 401(k): Your Employees Might Be Missing Out. More employers are offering workers the opportunity to set aside after-tax dollars for retirement in Roth 401(k)s. However, employees aren’t embracing them ...

Read More »