It’s hard to engage employees in their 401k or 403b plan. One way is to make it fun. A plan sponsor with 85 employees attending a TPSU program at ...

The Director of HR and Operations at a small not for profit (NFP) attending a TPSU program at Marylhurst University in Portland, OR explains how a change in their ...

The benefits manager at a 3,000-employee company attending a TPSU program held at Thunderbird School of Global Management in the Phoenix area explains the new financial wellness program her ...

No doubt that there’s excitement by defined contribution (DC) plan sponsors as well as the retirement industry professionals about financial wellness. But there’s also growing concern that the momentum ...

Getting the attention of employees, especially younger ones, about the company’s 401k or 403b plan can be a challenge – people want immediate gratification. Saving for a stranger (their ...

With high 401k participation rates, company is challenged with high loan and hardship withdrawal rate and low deferral rate. Recently we sat with a Vice President of Human Resources for ...

Running a 401k or 403b plan can be daunting with most administrators just trying to keep their heads above water. A 401k plan sponsor attending a TPSU program held ...

HR and finance professionals become stewards of their organization’s 401k or 403b plan in many ways. Understanding the basics of 401k plan administration is not something that is taught ...

It’s hard to get the attention of younger workers (Millennials) about retirement even if they have access to a 401k or 403b plan at work. It’s like saving for ...

While auto enrollment has been a revelation for many 401k and 403b plan sponsors dramatically increasing participation rates and growing quickly, it’s not right for all plans and in ...