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Should Government Mandate Retirement Plans Like ACA?

Social Security Card

Should the federal government mandate retirement savings for all workers like Social Security? A recent NY Times article highlights a proposal by Tony James, President of Blackstone, a huge ...

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Video-Making the Complex Simple is not Easy

Jamie Greenleaf, noted plan advisor and TPSU (The Plan Sponsor University) Adjunct Lecturer, explains how she tries to take complicated industry jargon and turn it into a language her ...

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Defined Contribution Plans Get a Healthy Report Card

Balance Sheet

More and more, employees are looking for financial help at the workplace spurred by the growth of defined contribution (DC) plans like 401(k)s and 403(b)s which has 80 million ...

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Investors Often Misuse Target Date Funds

Wrong Way Sign

Though target date funds (TDFs) have helped investors in defined contribution (DC) plans like 401(k)s and 403(b)s stay invested in the market and achieve better returns, many are still ...

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TPSU 10 Day Advance Notice

fiduciary education

DePaul University will again be hosting The Plan Sponsor University (TPSU) on Tuesday, December 15, 2015 from 8:30AM – 2:30PM.   The TPSU Adjunct Lecturer is scheduled to deliver the ...

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Why do Providers Make Fee Calculation So Complicated?

Theresa Jacobs

  At a TPSU (The Plan Sponsor University Program) held at Rutgers University, Teresa Jacobs, a controller at a mid-size NJ company complained that her provider made calculating the ...

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Layman’s Guide to Target Date Funds

Financial Literacy

When it comes to discussing or selecting investments for their 401(k) plans, many HR and benefits professionals get intimidated. It’s of their area of expertise, as they focus on ...

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Can Technology Teach and Advise 401(k) Participants?

Man vs. Machine

Can technology help 401(k) participants to increase their financial literacy IQ and make better decisions to improve their chances for a successful retirement? There’s a plethora of well-funded robo-advisors ...

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Large DC Market Portend the Future for Smaller Plans?

Larger and smaller defined contribution plans operate as differently the way the companies that sponsor them conduct business. But it’s usually enlightening to see how the other half lives ...

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