Benchmarking & Monitoring Fees & Partners

401k Plans Fees are Only Part of the Equation

401k Plan Fees are only Part of the Equation. At the conclusion of a TPSU Fiduciary Education Program, there was an in-depth conversation between Fred Barstein, Founder and CEO of ...

Read More »

401k Record Keeper and Advisor – What’s Their Role?

401k Record Keeper Advisor

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...

Read More »

Fees: 401(k) Services Market Heating Up

fees

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

Read More »

Plan Investment Fees: Cheap Isn’t Always Best

Plan Investment Fees

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...

Read More »

Revenue Sharing: 401(k) Plan Sponsors Still Struggling

Revenue Sharing 401(k) Plan

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

Read More »

Six Smart Ways To Limit Sponsor Liability

Being a plan sponsor comes with plenty of responsibility, but there are several ways you can protect yourself driving many to attend our TPSU programs. Simple tasks like keeping ...

Read More »