401k Plan Participants: Annual Refresh Helps All at Retirement. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Glendale, Arizona at Thunderbird School of Global Management.  One ...

  401k Plan Sponsor Considers Re-Hiring a TPA After Going Bundled. There is great debate for smaller and mid-sized 401k and 403b plans about whether to “bundle” their services, ...

Plan Sponsors Should Embrace the Role of Financial Coach. Companies that offer 401k Plans are offering a valuable benefit to the workforce.  Another valuable benefit that employers seem to be ...

401k Mirror Plan Can Solve Testing Issues. Plan sponsors dread telling senior executives that their tax bill is higher than they expected because their 401k plan failed testing. But ...

  401k Plan Sponsor Pays Plan Expense and Portion of Fund Fees. At a TPSU program held at USF in Tampa, a 401k plan sponsor explains why his company ...

401kTV Announcing Partnership With NIPA. This week’s Vlog covers the announcement of 401kTV’s partnership with NIPA to create a monthly newsletter sent to 401kTV subscribers as well as NIPA’s ...

Engaging Low Wage Workers – How a Tampa based 401k Plan Administrator Deals with it. The comptroller of a 200 employee construction company attending a TPSU program at the ...

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 ...

Ideal 401k Plan – TPSU Alum Convinces Senior Management to Institute. The Ideal 401k Plan, simple and effective, is taught at every TPSU program but very few plans, especially smaller ...

Investment Committees Misnamed Causing Confusion by 401k and 403b Plan Sponsors. Traditionally, the governing committee for 401k and 403b plans have been called “investment committees” which can cause confusion ...