The Race to the Bottom: Fee Compression’s Impact on the 401(k) System
The push for lower fees in the 401(k) industry has led to substantial changes over the past 25 years, benefiting plan sponsors and participants initially,...
Cyber Security
The Case for Professional Retirement Plan Fiduciary Services
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,...
Maximizing Retirement Plans: The Vital Role of TPAs and Advisors
A good Third-Party Administrator (TPA) plays a crucial role in managing and administering retirement plans, providing a range of services that ensure compliance, efficiency,...
4 Trends Transforming Retirement Plans in 2024
Technology and economic conditions are transforming America’s finances, and that’s impacting retirement plan sponsors and participants. In light of these trends, a new study from...
Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too
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...
The Crucial Role of Advisors in Cybersecurity Compliance
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Adjunct Lecturer, Kim Cochrane – HUB International In today’s dynamic landscape of retirement planning, the emergence of cybersecurity...
AI Poised to Transform Retirement Plans
Artificial intelligence (AI) is making a splash in the retirement world, with huge potential to irrevocably change the industry. In fact, 17% of pension experts...
Navigating Retirement Complexities through Education & Guidance
Fred Barstein with Plan Sponsor, Charlie – Director of People and Culture Employee education is crucial in helping individuals comprehend the complexities of retirement preparation...
The Importance of Cybersecurity for Plan Administrators
The Importance of Cybersecurity for Plan Administrators To say that cybersecurity is important in today’s climate, would be a complete understatement. Not only is it...
Financial Uncertainty Dominates the Retirement Landscape into 2023
Financial uncertainty is not a comfortable to place to be in starting calendar year 2023. On the brink of financial uncertainty – we sit facing...
