Plan Optimization Video

Engaging 401k Participants Through Personalized Emails   

Engaging 401k Participants

Engaging 401k Participants Through Personalized Emails. At a TPSU program held at Loyola University, the HR director of a 400+ person company with multiple locations describes how she engages ...

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Retirement Savings for Ineligible Employees – A New Twist – TPSU

Retirement Savings

Retirement Savings for Ineligible Employees. During a Fiduciary Education Program delivered by The Plan Sponsor University (TPSU) at Villanova University of greater Philadelphia in Pennsylvania, Joe Wassel, Vice President ...

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Experienced Auditor on Your Retirement Plan Makes a Difference

experienced auditor

Having an Experienced Auditor on your Retirement Plan Makes a Difference. During the Fiduciary Education Program delivered by The Plan Sponsor University (TPSU) at Villanova University of greater Philadelphia ...

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401k Plan Participant Beneficiaries are Difficult to Keep Current

401k Plan Participant Beneficiaries

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at NOVA Southeastern University Health Savings Accounts were discussed a relief mechanism for 401(k) plan ...

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Dealing with Temporary Workers in 401k Plans

Temporary Workers

Temporary Workers in 401k Plans. More and more companies are using temporary workers, not to mention the burgeoning gig economy. Watch how the HR manager of a temp staffing ...

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Active Board and Committee Helps Improve 403b Plan

Active Board and Committee 403b Plan

Active Board and Committee Helps Improve 403b Plan. One of the biggest challenges for HR professionals is engaging senior management in their 403b or 401k plan without which making ...

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