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401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

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DOL Disclosure Requirements – Fiduciary Rule

DOL Disclosure Requirements

DOL Clarifies Disclosure Requirements and Investment Recommendations for Fiduciary Rule. Though the DOL’s conflict of interest rule went into effect June 9, 2017, questions remain about the rule, the Best ...

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Plan Sponsors Fail to See the Big Picture of Retirement

Plan Sponsors Retirement Big Picture

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

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Penalties Hit ERISA Plans in Spite of CPA Audits

Penalties Hit Erisa Plans

Penalties Hit Erisa Plans In Spite of CPA Audits By Roland Criss. The Department of Labor (“DOL”) assesses significant penalties for an improperly filed Form 5500. Mistakes on an ...

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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 ...

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401k Loans – New Guidance Issued by IRS

401k Loans IRS Guidance

401k Loans – new guidance issued by IRS. 401k Loans can be troubling for 401k and 403b plans with administrators concerned about the burdens and costs to the plan ...

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DC Plan Sponsors are Focusing on Outcomes

DC Plan Sponsors - JP Morgan Research

DC Plan Sponsors are Focusing on Outcomes – Sponsors’ Mindset is Shifting, But There’s More Work to Do. Recent research from J.P. Morgan Asset Management found that plan sponsors’ mindset is ...

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How Can Plan Trustees Know What Plan Documents to Distribute?

Plan Trustees

How Can Plan Trustees Know What Plan Documents to Distribute? Plan Trustees struggle with knowing exactly which plan documents they are required to distribute to 401k plan participants.  After the ...

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