Financial Wellness usage includes the entire Family.  Financial wellness usage within benefit programs are increasingly becoming more popular.  Upon conclusion of The Plan Sponsor University (TPSU) Fiduciary Education ...

  Retirement committee trustees frequently accept their positions without fully comprehending the responsibility.  Therefore, new retirement committee trustees do not always realize the magnitude of the commitment they have ...

  Senior Management brings a lot to the table when they are active on the retirement committee.  This was evident when senior management attended The Plan Sponsor University (TPSU) ...

Financial wellness benefit programs are being offered by more employers.  That used to be the financial wellness benefit headline pre-pandemic.  Plan sponsors are concerned with the financial wellness benefit, ...

401k Retirement Committees have a huge responsibility to perform.  These 401k Retirement Committees also have a strong duty to plan participants. The primary responsibility of fiduciaries is to function ...

  Retirement Committee Fiduciaries have a lot on their mind these days.  Education is becoming more important than ever before for the Retirement Committee Fiduciary.  There are several reasons ...

401k Cyber Security concerns are resulting in plan sponsors assessing their own plan’s vulnerability.  Implementing 401k cyber security prudent practices can never be started too early!  Cyber crime in ...

  Emergency Savings is not just a buzzword anymore.  Moreover, emergency savings is now a front burner topic since the pandemic stress tested plan participant liquidity limits.  As the ...

401k Communication is important for plan participants in every organization where a self funded retirement plan is in place. When a company has a remote workforce widely distributed over ...

Target Date Funds appear to have helped a large number of 401(k)  and 403(b) plan participants during the first quarter of 2020.  Many plan participants were invested in Qualified ...