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Plan Audit Red Flags – Automation Plays Important Role

Plan Audit Red Flags - Automation Plays an Important Role

Plan Audit Red Flags – Automation Plays Important Role. Immediately following a recent Fiduciary Education Program held at the University of Georgia, Bruce McFadden, a Certified Public Account, at ...

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401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

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How Can Plan Trustees Know What Plan Documents to Distribute?

Plan Trustees

How Can Plan Trustees Know What Plan Documents to Distribute? Plan Trustees struggle with knowing exactly which plan documents they are required to distribute to 401k plan participants.  After the ...

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401k Plans Focus on Fees Losing Sight of Value

At a TPSU program held at LaSalle University, Adjunct Lecturer Tim Dougherty describes the increased focus by 401k plan sponsors on fees and how he tries to keep the ...

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DOL Audits: What Triggers Them and Time Spent

DOL Audits

DOL audits are never fun but they are made worse when a new administrator of the company’s 401k plan just takes over and has to put together information maintained ...

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