Who Belongs on Your Retirement Committee?
When building a retirement plan committee, it’s important to include a diverse mix of people from across the organization—not just leaders or finance professionals. While...
collaboration
The $800B IRA Rollover Challenge: Can Advisors Keep Up?
Each year, an estimated $800 billion leaks from 401(k) plans into IRAs—often bypassing plan advisors. Major record keepers like Fidelity, Schwab, and Vanguard dominate this...
Who Should Help 401(k) Participants: Advisors or Record Keepers?
As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...
The Coming of Age for Defined Contribution Plans
The 401(k) Industry Is Growing Up—Fast. With $12.5 trillion in assets, 100 million+ accounts, and 800,000 plans, 401(k) and 403(b) plans have officially moved from...
Why a Qualified Advisor is Key to Retirement Success
Why a Qualified Advisor is Key to Retirement Success Managing a company retirement plan isn’t just about checking boxes—it’s about making smart, strategic decisions that...
Why Diversity Still Matters in Financial Services
Even as diversity comes under attack—being blamed for incidents like the recent aircraft accident in DC—it remains a critical factor for success in the workplace...
Why Purist 401(k) RPAs Face Growth Challenges
Independent 401(k) retirement plan advisors (RPAs) who focus only on retirement plans and avoid offering other services like financial planning or investment management are finding...
Preparing for the 401(k) Boom: How the Industry Must Adapt
A surge of new 401(k) plans is on the horizon, driven by state mandates, SECURE 2.0 tax credits, and the growth of group plans like...
TPSU Celebrates Over a Decade of Empowering Retirement Plan Sponsors with Industry-Leading Education Programs
Jupiter, FL – The Plan Sponsor University (TPSU), the nation’s premier provider of fiduciary training for retirement plan sponsors, is celebrating its continued success in...
Hearts & Wallets: Employees Taking on the Majority of Retirement Planning Responsibility
Employees perceive themselves as largely self-reliant when it comes to retirement planning. So finds recent research by financial benchmarking firm Hearts & Wallets, cited in...
