Improve the 401k – Move from Manual to an Automated Deferral Process. At the conclusion of The Plan Sponsor University (TPSU) Program at University of California Berkeley, Fred Barstein, ...

Senior Management Engagement on Your 401k Retirement Plan Committee. Senior management engagement on your 401k Retirement Plan Committee can be extremely important. The Plan Sponsor University (TPSU) held a ...

Retirement plan consultants make a difference for plan participants and their beneficiaries.  Happy and healthy employees make a measurable difference in the bottom-line of a company. Fred Barstein, Founder and ...

Multiple Employer Plan rules under the IRS code permit the establishment of a multiple employer plan by companies which hold a degree of commonality.  The IRS code permits the ...

Employer Contribution to 401k Plans Comes in Many Forms Employer contribution to 401k plans come in many forms and sizes.  How a retirement plan defines compensation will determine if ...

Payroll and 401k Administration – Important Components of 401k Process Puzzle. If payroll and 401k administration are not functioning seamlessly, it is likely that someone is spending too much ...

Financial Wellness Programs Difficult to Define Financial wellness programs at the workplace are gaining exposure and acceptance.  But do the results of workplace financial wellness programs support the time, ...

401k Auto-Escalation Increases Participant Savings 401k auto-escalation is a good way to help participants to save more for retirement. There has been little resistance by plan participants when 401k ...

401k Employer Match Changes Participant Behavior 401k employer match can be used to increase participant savings.  But, are you aware that the 401k employer match can be strategically designed ...

Increase 401k Participation with Plan Advisor Assisting How to Increase 401k Participation is a question being asked by many CEOs and Human Resources Managers. Part of the solution for ...