Partner Video

The Value of Using a Local TPA

Local TPA

  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. ...

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Are Your Advisor Fees Reasonable? How do you Know?

advisor fees

  At a TPSU program held at UC Irvine, the head of HR at a 200 person healthcare real estate company discusses issues with determining whether their advisor fees ...

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Large 401k Plan Moves to Flat Fee Arrangement

flat fee

The cost to record keep a 403b or 401k plan is based mostly on the number of participants, not the assets in the plan, yet most plans are priced ...

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“Advisor at the Elbow” is also Proactive

advisor at the elbow

There are a lot of ways to describe how a financial advisor best serves companies that sponsor a defined contribution (DC) plan like a 401k or 403b but it ...

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When Refreshing Your 401k Plan Select New Advisor First

Select New Advisor

  At A TPSU program held at Bentley University just outside Boston, a 401k plan sponsor discusses the process he undertook to refresh their 401k plan starting with interviewing ...

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I am the HR Department

HR Department

  It’s common at small companies for one person to be in charge of all HR functions including their organization’s retirement plan which can be challenging. At a TPSU ...

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Unique Challenges for Family Businesses in Retirement Planning

family businesses

  Working with retirement plans for family businesses or closely owned businesses presents unique challenges. It’s important for the HR professional and their plan advisor properly deign the retirement ...

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