At a TPSU program conducted at the University of Pennsylvania, CPA and ERISA audit specialist Maria Hurd outlines some red flags on timing of contributions which is one ...

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. ...

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 ...

The former HR Director at a 50,000-employee company, now with a smaller employer, attending a TPSU program at Virginia Tech in Arlington, VA explains how his company’s changing 401k ...

Regardless of the concern and issues with revenue sharing and various share classes, the financial service industry doggedly attempts to retain a system ripe with conflicts. This is understandably confusing ...

Most defined contribution (DC) plan sponsors offering 401k or 403b plans are satisfied with their record keeper and advisor not realizing that they may not be getting the best ...

  Originally publish October, 2016 – Can a flat fee advisor arrangement be the better mousetrap? At a TPSU program conducted at UC Irvine by founding Adjunct Lecturer John ...

  At a Plan Sponsor University (TPSU) program held at Marylhurst University in the Portland area conducted by Nathan Fisher, Managing Director of 401(k) Solutions at Fisher Investments, the ...

Sometimes it can be difficult for administrators of a company’s 401k or 403b plan to understand all the moving pieces especially the various roles played by the providers and ...

  At a TPSU program held at UC Irvine, the HR professional at a 250-person not-for-profit extolls the benefits of working with a local TPA on their 403b plan. ...