401k advisors contribute to the overall success of a 401k retirement plan.  At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held on location at University ...

Retirement Plan Investment Fees More Palatable with Full Disclosure Retirement plan investment fees are more palatable under the guise of full disclosure.  When participants understand the plan fees, there ...

Retirement Plan Leakage a Constant Concern Retirement Plan Leakage is a constant concern for plan sponsors and industry professionals.  When 403b plan and 401k plan participants make withdrawals from ...

Cyber Attacks Impact 401k Plan Accounts Cyber attacks in 401k plans are on the rise. A contributing factor to the vulnerability of 401k plan assets is the fragmented nature ...

Plan Audit Process Includes 401k Partners Plan Audit processes are required for some 401k plans based upon size or the number of company employees.  When it comes to audits, ...

401k Employee Communications for All Employees 401k Employee Communications is not an easy function for any human resources professional, CFO or plan fiduciary.  Making it even more difficult is ...

401k Plan Advisor Role and Duties 401k plan advisor roles are not always clearly defined.  This is especially true for company employees who are new fiduciaries or newly appointed ...

401k Plan Administration Requires Careful Oversight 401k plan administration is not as simple as plan participants and employees may think.  The compliance rules and investment functions require the watchful ...

How to Monitor 401k Plan Vendors 401k Plan testing is just one if the struggles that plan sponsors experience if plan and participant information does not flow smoothly, timely ...

Merging Retirement Plans when Acquiring Companies Merging retirement plans after an acquisition is never an easy task but the end result is normally preferred over running multiple plans under ...