Executive Decisions can Drive Success and Participation in the 401k Plan. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Denver, Colorado at the University of Denver. ...
Read More »Compliance Video
The Pitfalls of Failing a Discrimination Test in a Qualified Retirement Plan
The Pitfalls of Failing a Discrimination Test in a Qualified Retirement Plan. The Plan Sponsor University (TPSU) is offering a series of the Top 10 Most Common Mistakes ...
Read More »Top 10 Mistakes Plan Sponsors Make – Mistake #5 – Missing Documents
Top 10 Mistakes 401k Plan Sponsors Make – Mistake #5 – Missing Documents. When the IRS or DOL come calling for an audit, they generally start with a request ...
Read More »Maximizing 401k Retirement Committees
Maximizing 401k Retirement Committees. At a TPSU program held at SMU in Dallas, the senior retirement benefits manager at a 15,000-employee company explains what happens at their retirement committee ...
Read More »Top 10 Mistakes Plan Sponsors Make – Mistake #6 – Timely Deposits
Top 10 Mistakes 401k Plan Sponsors Make: Mistake #6 – Timely Deposits How soon do 401k and 403b plan sponsors have to deposit participant contributions after payroll? You will ...
Read More »Nipa News: Understanding the Unique Value of TPAs
NIPA News Video: Understanding the Unique Value of TPAs. TPAs offer a unique and independent voice helping retirement plan sponsors find solutions to every day and sometimes challenging problems. ...
Read More »Nipa News: Roles of 401k Record Keeper, Advisor, TPA Explained
NIPA News Video: Roles of 401k Record Keeper, Advisor and TPA explained. Attorney Ilene Ferenczy, managing partner of Ferenczy Benefits Law Center, sits down with 401kTV to explain the ...
Read More »Top 10 Mistakes Plan Sponsors Make – Mistake #7 – Wrong Definition of Compensation
Top 10 Mistakes 401k Plan Sponsors Make: Mistake #7 – Wrong Definition of Compensation Continuing our series on top mistakes made by 401k and 403b plan sponsors, Fisher ...
Read More »Settlor Functions Paid Out of 401k Plan Assets Cause Fines and Repayments
Settlor Functions paid out of 401k Plan Assets Cause Fines and Repayments. Louis LiBrandi of the employee benefits accounting firm PKF O’Connor Davies explains the difference between settlor and administrative ...
Read More »Don Trone Interview – Part 2: What Should Plan Sponsors Do Now?
Don Trone Interview – Part 2: What Should Plan Sponsors Do Now? Now that the DOL’s Fiduciary rule has been vacated by a federal court, what should plan sponsors ...
Read More »