Department of Labor action is putting additional scrutiny on the misuse of confidential retirement plan participant data.  This is particularly important in the context of cybersecurity practices of plan ...

Lifetime income options are becoming a sought-after solution for retirement plans.  Lifetime income options have been a long time coming for workplace retirement plans.  For years, plan sponsors and ...

Recordkeeping advice may be just what the plan fiduciary needs!  Does working with a single recordkeeper have advantages over partnering with several different providers?  According to a new study, ...

Gen Z workers (18 to 24 years old) are feeling the fallout of the Covid-19 pandemic, especially when it comes to their personal finances.  This may have a profound ...

Retirement plan fiduciaries may notice their year-end 401(k)/403(b) reviews look different in 2020 than in years past.  Covid-19 has forced retirement plan fiduciaries to pivot how they manage their ...

  Improve 401k plan outcomes every chance you get.  America’s retirement system has evolved over the years and most plan sponsors continue to seek ways to improve 401k plan ...

  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, ...