ESG rules for 401k plans could be overturned under the Biden administration.  The use of environmental, social and governance (ESG) funds in 401(k)s and similar employer-sponsored retirement plans is ...

Plan fiduciary financial literacy gaps often hamper plan participants’ understanding of complex concepts and terms.  Not a surprise, but investing is a complex topic, so it can be challenging ...

  Retirement committee trustee accepts fiduciary responsibility right from the start.  Therefore, new retirement committee trustees don’t always realize the magnitude of the commitment they have made to the ...

Retirement Plan Committee Tips for fiduciaries are always welcome.  Many retirement plan fiduciaries and sponsors are confused about overseeing a plan and running a plan committee. There is no ...

Investment policy statement topics need to be reviewed on a regular basis.  During a recent TPSU Retirement Committee Education (TRCE) session the committee learned a lot!  The educator reviewed ...

  Improve 401k plan outcomes every chance you get.  America’s retirement system has evolved over the years and most plan sponsors continue to seek ways to improve 401k plan ...

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 ...

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, ...