Partner Video

401k Plan Partners Improve Participant Outcomes

dc partners

401k Plan Partners Improve Participant Outcomes. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Portland, Oregon at Marylhurst University. At the conclusion of the program Adjunct ...

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TPAs – How 401k Plan Sponsors Can Best Leverage

TPAs - How 401k Plan Sponsors Can Leverage

TPAs – How 401k Plan Sponsors can Best leverage. 401k and 403b plan sponsors are often confused about the roles of third party administrators (TPAs), advisors and record keepers. Understanding the ...

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401k Record Keeper and Advisor – What’s Their Role?

401k Record Keeper Advisor

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...

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Advisor RFP Process Daunting for Plan Sponsors

advisor rfp

How do you know when to conduct and advisor RFP (request for proposal) and what’s the process? The Senior Director of HR of a not for profit attending a ...

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Is Your 401k Advisor Getting “Stale”?

Is your 401k or 403b plan advisor getting stale? That’s a question that a 100 person manufacturing company plan sponsor asked at a TPSU program held at LaSalle University. ...

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When Transitioning Providers, Start with Advisor

Transitioning Providers

For many companies sponsoring a defined contribution (DC) plan like a 401k or 403b, transitioning providers like record keepers or advisors is a new experience. There is no play ...

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