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 ...

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, ...

At a TPSU program held in the Boston area at Stonehill College, an HR manager at a small bank relayed how she got a crash course in human behavior ...

  Face it – not all employees check their defined contribution (DC) plan account balances and, even when they do, it doesn’t mean a lot to them. One plan ...

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 ...

MASTER CLASS – Webinar       401k Lawsuits: Where we are and where we are headed In the first of a series of TPSU Master Classes aired on ...

  We all hear about the horror stories with regard to a 401k loan. People lose out on earnings and sometimes struggle to pay the loan back especially if ...

  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 ...

  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 ...

  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 ...