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 Collaborative Partnerships in Retirement Planning

By / 401k News, Adaptability, benefits committee, Client connection, Communication, Communication, Creative approach, DC plans, Fiduciary, Financial Wellness, Recordkeeping, Retirement Committee, Retirement Plan Committee, Retirement Plan Fiduciary, Third party administrators
Tpsu Teresa
Fred Barstein, CEO & Founder, TPSU/TRAU/40ktv with Teresa, HR Admin In the realm of retirement planning, effective communication serves as the cornerstone for building robust...

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Low-Income Earners, Women Face Unique Barriers to Retirement Savings

By / 401k News, Communication, Compensation, Economy, Employee happiness, Fiduciary, Financial Security, financial stress, financial uncertainty, Financial Wellness, inflation concerns, inflation stress, Job growth, retirement security, Senior Management Engagement
Retirement
It isn’t easy for most Americans to save for retirement, especially in recent years amid soaring inflation and persistent economic uncertainty.  However, certain demographics are...

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Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too

By / 401k News, Adaptability, Communication, competition, Consolidation, Convergence, Cyber Security, DC plans, Documents & testing, Due Diligence, Fiduciary, Financial Advisors, Improving Outcomes, Record Keepers, Recordkeeping, Regs and Regulators
Past Present And Future
Retirement plan recordkeepers have undergone tremendous change in recent years, driven by consolidation and a race to innovate and scale.  According to Mike Webb CAPTRUST...

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Managing Conflicts in Retirement Planning: Prioritizing Transparency

By / 401k News, Adaptability, Authenticity, Communication, competition, Confidence, Conflict of Interest, Consolidation, Creative approach, Economy, evolving and adapting, Fiduciary, Financial Advisors, Financial Security, financial stress management, Regs and Regulators
401k Advisors
Navigating the complex world of retirement planning often involves grappling with conflicts of interest. Consider the scenario faced by senior managers of a publicly traded...

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Empowering Retirement Planning: Family Involvement & Innovation

By / 401k News, benefit education, benefits committee, Communication, DC plans, Education, Employee Benefits, Employee engagement, Employee happiness, Employer Contribution, Family involvement, Fiduciary, Financial Literacy, financial stress management, financial wellness, Health & Wellness, Healthcare & other benefits, investment, participation, Retirement Income, Retirement planning, Retirement Readiness
Retirement Planning _Ellis Tpsu
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Plan Sponsor, Ellis – HR Manager If you are facing challenges in encouraging employees to enroll in the...

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TRAU, Inc. and its affiliates TPSU and 401kTV do not provide investment, legal, tax or accounting advice. 401kTV readers and viewers should consult their legal and tax advisors for guidance. All materials, including but not limited to articles, directories, photos, videos, graphics etc., on this website are the sole property of TRAU, Inc. and are intended for educational purposes only. We do encourage your sharing 401kTV content with Plan Sponsors; however, unauthorized use of any and all materials is prohibited/restricted.

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