PE Industry Considers Move to Enter 401(k) Market
With President Trump just days away from his second term in the White House, private equity firms are eyeing the massive 401(k) market with renewed...
Fiduciary
ERISA, liability, fiduciary responsibility. Plan sponsors always have some form of Fiduciary status but they can share that responsibility with 3rd parties like plan advisers or other service providers. These adviser or providers can act as a 3(21), 3(38) or 3(16) fiduciaries. 3rd parties hired by plan sponsors are sometimes called co-fiduciaries.
The Power of a Specialized Team in Retirement Plan Management
The Power of a Specialized Team in Retirement Plan Management Did you know that nearly half of employers struggle to manage their retirement plans effectively...
Employers Should Offer Reliable Financial Education – Social Media Isn’t the Answer
A recent study by blockchain technology hub Social Capital Markets reveals a troubling trend: 71% of financial advice consumed by younger generations on social media...
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...
The Evolving Retirement Industry: What Advisors Need to Know
The Evolving Retirement Industry: What Advisors Need to Know The retirement industry has evolved dramatically over the past decade, bringing new challenges and opportunities for...
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...
The Evolution of Retirement Plan and Record Keeper Relations
The relationship between retirement plan advisors and their provider partners, especially record keepers, is changing driven by consolidation and the convergence of wealth, retirement and...
Navigating Employee Benefits & Retirement Plans During Acquisitions
Navigating Employee Benefits & Retirement Plans During Acquisitions Expanding through acquisitions allows companies to scale quickly, but it also brings significant challenges, particularly in managing...
Why Retirement Plan Advisor Due Diligence is so Critical Now
Anatomy of a Recent RFP When the benefits administrator at an $80 million plan contacted TPSU (The Plan Sponsor University) recently about conducting due diligence...
Effective Retirement Plan Management Through Sponsor Education & Fiduciary Training
Effective Retirement Plan Management Through Sponsor Education & Fiduciary Training Effective retirement plan management hinges on comprehensive sponsor education and fiduciary training to ensure compliance,...
