Managed Account Services Require Careful Consideration Managed account services are designed to provide customized retirement planning strategies for participants. Growing numbers of plan sponsors are embracing managed account services ...

Improve the 401k – Move from Manual to an Automated Deferral Process. At the conclusion of The Plan Sponsor University (TPSU) Program at University of California Berkeley, Fred Barstein, ...

ASK THE LAWYER: WILL THE DOL’S MEP PROPOSAL MAKE MEPS AVAILABLE TO YOU? by Carol Buckmann “Will a MEP become an option for me now?” Shortly after my last column ...

Happiness in Retirement is About More than Money Happiness in retirement is important.  Sometimes we focus so much on the financial aspects of retirement readiness, we forget there are ...

401k Retirement Committees Spend Significant Resources on Qualified Plans Retirement committees regularly spend significant resources when establishing and administering qualified retirement plans. The topic of fees is front and ...

Offering an Effective Retirement Plan Starts with Education on Tools and Resources Offering an effective retirement plan means bridging the knowledge gap and teaching your employees how to make ...

401k Revenue Sharing can be an Opportunity for Improvement 401k revenue sharing is an important concept for all plan sponsors and plan fiduciaries.  When a company offers a 401k ...

Small Balance Retirement Accounts May Have a Solution Small balance retirement accounts left by terminated participants cause many plan sponsors to struggle. However, a solution may be available in ...

Senior Management Engagement on Your 401k Retirement Plan Committee. Senior management engagement on your 401k Retirement Plan Committee can be extremely important. The Plan Sponsor University (TPSU) held a ...

Recruiting and Retaining Talent Includes Former Employees Recruiting and retaining talent in today’s sizzling tight labor market can be a challenge for employers. However, two potentially untapped talent pools ...