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“Left on the Table” Campaign Helps Participation Rates

Mandeep Kaur

Mandeep Kaur, a corporate benefits manager at the BodyShop, explains how in her previous company with 30,000 employees, she created a campaign that showed plan participants not deferring enough ...

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The Ideal 401(k) Plan Made Simple

After 100 TPSU (The Plan Sponsor University) educational programs in just over two years, there are few if any plans that have adopted the “ideal plan” using automatic features ...

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A Layman’s Guide to Target Date Funds

When it comes to discussing or selecting investments for their 401(k) plans, many HR and benefits professionals get intimidated. It’s not their area of expertise, as they focus on ...

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Whither Disruption? Kenya!


Givewell staffer testing mpesa (, via Wikimedia Commons The financial service industry seems immune from major disruption the way that other industries like technology, car services, hotels or media ...

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Target Date Funds, By the Numbers

Target-date mutual funds (TDFs) have become increasingly popular, growing from $6 billion to $245 billion between 2000 to 2010 according to a study by the Wharton School. TDF’s are a ...

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