At the conclusion of a Fiduciary Education Session, conducted at UC Berkeley, Fred Barstein, Founder, and CEO of The Plan Sponsor University (TPSU) visited with Lynne Graham, People & ...

Target Date Solutions 2.0: Manager Lineup, Asset Allocation, and Selection. Fred Barstein, Founder, and CEO of The Plan Sponsor University (TPSU), recently visited with Jennifer DeLong, SVP/Managing Director, Head ...

NIPA News Video: Understanding the Unique Value of TPAs. TPAs offer a unique and independent voice helping retirement plan sponsors find solutions to every day and sometimes challenging problems. ...

NIPA News Video: Roles of 401k Record Keeper, Advisor and TPA explained. Attorney Ilene Ferenczy, managing partner of Ferenczy Benefits Law Center, sits down with 401kTV to explain the ...

Automated Processes: Why this 401k plan sponsor moved from manual. After her payroll/401k administrator resigned, the VP of operations of a 62 person company in the Richmond VA area ...

Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and ...

  Outsourced 401k Fiduciary Do you have Signed Service Agreements? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated ...

401k Plan Sponsors Should Not Hire A Financial Advisor – Instead Hire an OCRO. 401k and 403b plans have traditionally hired a financial advisor to help with their plan ...

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 ...

Defined Contribution Plan Request for Proposal (RFP): The Benefits of Asking for Better Service. Defined contribution (DC) plans are not the highest priority for busy HR and finance managers ...