Archives

Redefining Employee Education Through Peer to Peer Interaction

Employee Education

Redefining employee education through peer to peer interaction. With billions spent trying to educate participants in defined contribution (DC) plans like 401ks and 403bs with little if anything to ...

Read More »

TIAA Sales Practices in Question – NY Times

TIAA Sales Practices

TIAA may be in hot water, according to a recent New York Times article. The New York attorney general has subpoenaed documents and information related to dubious sales practices ...

Read More »

Loans : Opportunity for 401k and 403b Plan Sponsors

Loans 401k

Loans are an Opportunity for 401k and 403b Plan Sponsors; In a video with the HR director of a 275 person not-for-profit organization attending a TPSU program held at ...

Read More »

Groom Law: Breaking Down Eligible Plan Expenses

  Groom Law: Breaking Down Eligible Plan Expenses. Do you know which expenses are eligible to be paid from the assets of your retirement plan under the Employee Retirement Income ...

Read More »

Retirement Income Coming to a Record Keeper Near You

Jamie Greenleaf

The goal of defined contribution (DC) plans like 401ks and 403bs is to replace income in retirement – the first hurdle is saving enough money and investing wisely. But ...

Read More »