Plan Optimization Video

Redefining Employee Education Through Peer to Peer Interaction

Employee Education

Redefining employee education through peer to peer interaction. With billions spent trying to educate participants in defined contribution (DC) plans like 401ks and 403bs with little if anything to ...

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Loans : Opportunity for 401k and 403b Plan Sponsors

Loans 401k

Loans are an Opportunity for 401k and 403b Plan Sponsors; In a video with the HR director of a 275 person not-for-profit organization attending a TPSU program held at ...

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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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