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Issues with Auto Enrollment

auto enrollment

  It’s hard to argue with the effects of the Ideal Plan which starts with auto enrollment but sometimes practical issues like payroll integration can get in the way. ...

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Financial Wellness: Obstacles and Opportunities

Financial Wellness

Financial wellness has become the topic de jour within the defined contribution (DC) industry for good reason – engaging people in their own financial future is key. So while ...

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Failing Discrimination Test not a Failure

Rob Wisner

  At a TPSU program held at Lasalle University in Pennsylvania, Adjunct Lecturer Tim Dougherty reviewed with Rob Wisner, from Paragon Alliance, how failing a discrimination test is just ...

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What ERISA Fiduciaries Should Know About Fees

Erisa fiduciaries

  At a TPSU (The Plan Sponsor University) program held at the Universities at Shady Grove in Maryland, Adjunct Lecturer Joe DeNoyior from the Washington Financial Group provides a ...

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How Plan Sponsors Can Protect Retiring Employees

protect retiring employees

  What is the role of the Sponsor to protect retiring employees? At a TPSU (The Plan Sponsor University) program held at Loyola University in Maryland, Adjunct Lecturer Jania ...

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