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401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

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Plan Sponsors Fail to See the Big Picture of Retirement

Plan Sponsors Retirement Big Picture

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

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Retirement Committee Duties: Trustees Should be Knowledgeable

Retirement Committee Duties - 401ktv TPSU

Retirement Committee Duties: Trustees Should be Knowledgeable. As a follow-up to The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Maryland, Fred Barstein, Founder and CEO ...

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How Can Plan Trustees Know What Plan Documents to Distribute?

Plan Trustees

How Can Plan Trustees Know What Plan Documents to Distribute? Plan Trustees struggle with knowing exactly which plan documents they are required to distribute to 401k plan participants.  After the ...

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Auto Increase of Participant Deferrals Gets Results

Auto Increase - Auto Escalation

Auto Increase of Participant Deferrals Gets Results. At the Fiduciary Education Program at held at Southern Connecticut State University in New Haven, Connecticut, Fred Barstein, Founder and CEO of ...

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401k or 403b – Get it Right from the Start

401k or 403b plan

401k or 403b – Get it Right from the Start – The Plan Sponsor University (TPSU) is into the fourth year of helping retirement plan fiduciaries to understand their roles ...

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