401k Plan Optimization, Compliance, Investment & Partners 401kTV Where Plans Thrive

An Affiliate of TPSU & TRAU

Retirement Plan Committee Education is now a high priority for Retirement Plan Sponsors.  Individuals who sit on the company Retirement Plan Committee are seeking fiduciary education and plan governance ...

Investment Policy Statement (IPS) language must stop short of promising too much.  An Investment Policy statement can do more harm than good if it moves from policy to guaranteeing ...

401k plan fiduciary liability insurance protection is worthy of consideration for Retirement Committee members.  As an example, 401k plan fiduciary liability coverage is not included within an Errors and ...

  Financial Wellness usage includes the entire Family.  Financial wellness usage within benefit programs are increasingly becoming more popular.  Upon conclusion of The Plan Sponsor University (TPSU) Fiduciary Education ...

Retirement Committee Education is now personalized for interested Plan Fiduciaries.  Even better, Retirement Committee Education for fiduciaries can occur at the location of your choice through our distance learning ...

  Retirement committee trustees frequently accept their positions without fully comprehending the responsibility.  Therefore, new retirement committee trustees do not always realize the magnitude of the commitment they have ...

  Senior Management brings a lot to the table when they are active on the retirement committee.  This was evident when senior management attended The Plan Sponsor University (TPSU) ...

Fiduciary Liability can be created by those who neglect the 401k Plan.  Behavioral science tells us things about ourselves that we simply try to suppress or ignore, and Fiduciary ...

Artificial intelligence helps lead decisions over intelligent automation.  Intelligent automation can be thought of as a combination of “robotic process automation and artificial intelligence,” according to an article on ...

Financial wellness benefit programs are being offered by more employers.  That used to be the financial wellness benefit headline pre-pandemic.  Plan sponsors are concerned with the financial wellness benefit, ...