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Communicating with Dispersed Workforce

Communicating with employees

Many companies sponsoring a defined contribution (DC) plan like a 401k or 403b employ people that don’t come to the office often or even ever. Yet communicating with them is ...

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Leveraging Your DC Plan Advisor – Engagement

Jim Sampson

The most important decision an employer sponsoring a defined contribution (DC) plan like a 401k or 403b can make is to find and engage with an experienced  plan advisor, ...

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Lessons on Leveraging Your Plan Advisor

How do you know if you are getting everything out of your plan advisor? At a TPSU program held at Stonehill College, the HR manager at a small RI ...

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Deferral Rates Increase 20% Through Financial Wellness

Pete Carlson

  We talk a lot about the use of auto-enrollment and the “ideal plan” to boost deferral rates and increase income replacement rates for defined contribution (DC) participants, but ...

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Do You Have an Activist Plan Advisor?


  Most defined contribution (DC) plan sponsors work with an advisor with recent research indicating that almost 90% of companies with 25-10,000 employees sponsoring a plan using one.  But ...

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Should You Consider ERISA Fiduciary Liability Insurance?

Adjunct lecturer

  Liability under ERISA, which covers defined contribution (DC) plans like 401(k)s, imposes the highest fiduciary responsibility under law in the world which rightfully scares many companies that sponsor ...

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