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.

TPSU Celebrates Over a Decade of Empowering Retirement Plan Sponsors with Industry-Leading Education Programs

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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...

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The Evolving Retirement Industry: What Advisors Need to Know

Evolving Retirement Industry
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...

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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...

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Navigating Employee Benefits & Retirement Plans During Acquisitions

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Navigating Employee Benefits & Retirement Plans During Acquisitions Expanding through acquisitions allows companies to scale quickly, but it also brings significant challenges, particularly in managing...

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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...

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Effective Retirement Plan Management Through Sponsor Education & Fiduciary Training

Education For Plan Sponsor Committee
Effective Retirement Plan Management Through Sponsor Education & Fiduciary Training Effective retirement plan management hinges on comprehensive sponsor education and fiduciary training to ensure compliance,...

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Longevity, Early Retirement Create Unique Challenges for Retirement Plan Sponsors

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As life expectancy continues to increase, employers are grappling with how to help their workers properly plan and save for longer retirements.  According to John...

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The Case for Professional Retirement Plan Fiduciary Services

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Remember when managing a retirement plan was simpler?  Ah, the good old days.  Today’s retirement plan sponsors face an increasingly complex web of ERISA requirements,...

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RPA Aggregator Roundtable: Navigating a Radical Shift in Retirement

Aggregator Roundtable
At the seventh annual RPA Aggregator Roundtable, industry leaders tackled a transformative shift in the retirement space driven by three major trends: Scaling Advice: With...

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Bridging the Generational Gap: Adapting Retirement Planning for Changing Expectations

Bridge Private Wealth Retirement Planning
A seismic shift is occurring in the constantly shifting retirement planning space.  Plan sponsors and advisers now find themselves navigating dramatically varying expectations about retirement...

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