Healthcare: Plan Participants Struggle with Cost Increases. Rising healthcare costs are placing an additional burden on the shoulders of employees.   It is commonplace for a company’s employees to pay a ...

Making a meaningful Difference for Plan Participants. During a recent Fiduciary Education Program of The Plan Sponsor University (TPSU), there was a lively discussion about a 401k plan sponsor who ...

Target Date Fund Benefits – Beyond Returns. Learn from the HR manager of an association of mathematicians attending a TPSU program at LaSalle University the human side of the ...

What Happens When New Employees Exceed Funding Limits? A new employee who had contributed to the 401k plan at their former employer and their new employer exceeded their contribution ...

401k Plan Sponsors Should Not Hire A Financial Advisor – Instead Hire an OCRO. 401k and 403b plans have traditionally hired a financial advisor to help with their plan ...

Auto Deferral Rates: Why 401k Plan Sponsors Should Increase Them. At a TPSU program conducted at LaSalle University in the Philadelphia region, the manager of benefits and compensation of a ...

Expanding 401k Investment Line-ups: Issues and Answers. Especially in a booming stock market, employees are likely to ask their 401k or 403b plan to add the latest and greatest investment. ...

Investment Committee: What Needs to be Pondered. Plan Sponsors are charged with the responsibility to oversee investments in any tax-qualified Retirement Plan, including participant-driven 401k Plans When tasked with ...

New Financial Wellness Program has 401k Plan Sponsor “Ecstatic.” The benefits manager at a 3,000-employee company attending a TPSU program held at Thunderbird School of Global Management in the ...

Active Board and Committee Helps Improve 403b Plan. One of the biggest challenges for HR professionals is engaging senior management in their 403b or 401k plan without which making ...