Retirement Plan Committees that Display Bad Behavior May Pay the Price. Many companies use a Retirement Plan Committee structure to oversee the tax-qualified retirement plan. The knowledgeable plan sponsor ...

Does RFP Require 401k Plan Sponsor to Change their Record Keeper? A 401k plan sponsor attending a TPSU program in Richmond VA discusses her company’s concerns about conducting a ...

What are the Top Ten Mistakes that 401k Plan Sponsors Make? As part of a ten-part series, 401kTV sits down with Joe DeNoyior of the Washington Financial Group to ...

Do 401k or 403b plans have to form a committee to oversee their organization’s retirement plan? The answer is no but here’s why they should. Group decision making will ...

The Importance of a Fiduciary Audit File: ERISA Obligation. Fulfilling fiduciary obligations under ERISA for defined contribution plans can seem overwhelming but there are simple steps that can be ...

Cyber Attacks: What Should Concern Retirement Plan Sponsors. Plan sponsors have traditionally focused upon safeguarding the financial assets of retirement plans. Today, there is a new asset that must be ...

Plan sponsors are often confused about the role that record keepers, money managers, advisors and third party administrators (TPAs) plan in their 401k or 403b plan. Even more confusing ...

Fiduciary Responsibilities: A Simple Primer for 401k Plan Sponsors. What are the basic fiduciary responsibilities of a 401k and 403b plan sponsor? How can plan sponsors best fulfill them? ...

Revenue Sharing – What is it Good For? Absolutely Nothing! Founding TPSU Adjunct Lecturer Jim Pupillo at Hightower in Arizona comments on the role of revenue sharing which was ...

401k Plan Fees are only Part of the Equation. At the conclusion of a TPSU Fiduciary Education Program, there was an in-depth conversation between Fred Barstein, Founder and CEO of ...