The Overlooked RPA Checkup: Why Advisors Need Reviews Too
Most plan sponsors carefully review investment managers and recordkeepers, yet rarely apply the same scrutiny to their retirement plan advisors (RPAs). It’s an odd gap—especially...
DC Plan Sponsors
The Hidden Risks of a “One Size Fits All” Retirement Plan Approach
A “one size fits all” approach to retirement plans can be surprisingly detrimental because it overlooks the diverse financial situations, goals, and risk tolerances of...
PEPs: Scalable Solution or Still the Wild West of Retirement Plans?
Are Pooled Employer Plans (PEPs) a smart solution for expanding retirement coverage—or an overly complex, underregulated space that hasn’t lived up to expectations? PEPs were...
Responding to Cyber Attacks: What Plan Sponsors Must Know
Cyberattacks don’t announce themselves. They slip through defenses quietly, often going undetected until participant data is already compromised. Most retirement plan sponsors assume their plan...
401k Real Chat: Jamie Greenleaf on Healthcare Fiduciary Risk
In this episode of 401k Real Chat, Fred Barstein spoke with Jamie Greenleaf, co-founder of Fiduciary In A Box and longtime industry veteran, to talk...
401k Real Chat: Fred Barstein & Lauren Loehning
In a recent episode of 401k Real Chat, Fred Barstein, CEO of TPSU, TRAU, and 401kTV, sat down with Lauren Loehning, co-founder of Moniwell and...
Helping Former Employees Keep Their Retirement on Track
When employees leave a company with small 401(k) balances—typically under $7,000—plan sponsors are permitted to initiate a “force-out,” removing these accounts from the plan. While...
Why Traditional Retirement Benefits Fall Short for Gen Z Workers
Generation Z workers are rewriting the playbook on retirement planning. Despite being the youngest generation in the workforce, 76% are already saving for retirement through...
Empowering Plan Sponsors to Modernize Retirement Plans
Modernizing a 401(k) plan by adopting features like automatic enrollment, auto-escalation, and financial wellness tools can feel daunting for many plan sponsors, who often fear...
Rethinking Retirement Support: Time for Plan Sponsors to Step Up
With nearly 59 million employees lacking access to workplace retirement plans, according to a recent TIAA study, we’re facing a retirement readiness crisis that demands...
