Communicating Retirement Benefits to Millennials the Way They Like. The Plan Sponsor University (TPSU) held a Fiduciary Education Program at the University of California Berkeley, Berkeley, California.   Fred Barstein, ...

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 ...

Missing 401k Participants – What Happens to Their Accounts? When some participants in 401k or 403b plans terminate their employment, they leave their money in the plan. What happens ...

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 ...

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 ...

Borrow Less Today: Fred Talks on 401ktv. UCLA professor Shlomo Benartzi made the concept “Save More Tomorrow” famous in his seminal book by encouraging 401k and 403b participants to ...

Issues with Auto-Enrollment: Missing Beneficiary Forms. No doubt that auto-enrollment is great for employers that want to increase participation in their 401k or 403b plan as well as getting ...

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. ...

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 ...

  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 ...