Author Archives: Fred Barstein

Issues with Auto-Enrollment: Missing Beneficiary Forms

Auto-Enrollment

Issues with Auto-Enrollment: Missing Beneficiary Forms. No doubt that auto-enrollment is great for employers that want to increase participation in their 401k or 403b plan as well as getting ...

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The Small Plan “Fix” Just Got Expensive

small plan fix

The Small Plan “Fix” Just Got Expensive by Darren Holsey. The IRS Voluntary Correction Program (VCP) allows employers sponsoring retirement plans to correct errors that occurred in the operation of ...

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Nipa News: Understanding the Unique Value of TPAs

NIPA News: Value of TPAs

NIPA News Video: Understanding the Unique Value of TPAs. TPAs offer a unique and independent voice helping retirement plan sponsors find solutions to every day and sometimes challenging problems. ...

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Nipa News: Pitfalls of Auto-Enrollment

Nipa News: Pitfalls of Auto-Enrollment

NIPA News: Pitfalls of Auto-Enrollment. Like a new shiny toy, when auto-enrollment is implemented by 401k and 403b plan sponsors and their providers, a lot of attention is paid. ...

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Employer Looks to Improve 401k Loans: Sound Familiar?

401k Loans

Employer Looks to Improve 401k Loans – Sound Familiar? Many employers, especially in the retail and hospitality industries, struggle with loans from their 401k plan which can become contagious. ...

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Does Your 401k Plan Need Refreshing? – 401KTV

401k Refreshing

Does Your 401k Plan Need a Refreshing? Most participants in a 401k or 403b plan spend less than 90 seconds selecting their investments with little thought and less guidance. ...

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