A Decade of Impact: Todd Barden and TPSU at Marquette University
At the end of a recent Fiduciary Education Program held on the campus of Marquette University, Fred Barstein, CEO and Founder of The Plan Sponsor...
401k plan
Why 401(k) Sponsors Must Prioritize Cybersecurity
It’s no longer a question of if a retirement plan will be targeted by cybercriminals, but when. With vast amounts of sensitive personal data and...
Plan Sponsors Want More From Retirement Advisors, and Here’s Why
Plan sponsors want better retirement savings outcomes for their employees and are looking to advisors for solutions. The disconnect between what participants need to save...
Quarterbacking Retirement Plans: Advisors at the Center of Success
A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...
The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.
The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...
Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost
After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...
401(k) Plans Are Changing—Here’s Why
The 401(k) industry is buzzing about private markets, crypto, ESG, and PEPs, but these trends pale in comparison to the real forces reshaping retirement plans. ...
The Overlooked RPA Checkup: Why Advisors Need Reviews Too
Most plan sponsors carefully review investment managers and recordkeepers, yet rarely apply the same scrutiny to their retirement plan advisors (RPAs). It’s an odd gap—especially...
PEPs: Scalable Solution or Still the Wild West of Retirement Plans?
Are Pooled Employer Plans (PEPs) a smart solution for expanding retirement coverage—or an overly complex, underregulated space that hasn’t lived up to expectations? PEPs were...
Will Banks Reclaim Their Role in the 401(k) Market?
As the number of new 401(k) and 403(b) plans surges—driven by state mandates and rising demand from workers—questions are growing about who will serve this...
