Plan Optimization Video

Engaging Senior Management in your 401k Plan [VIDEO]

  It can be difficult to get senior management engaged in their 401k plan. Unlike a pension or defined benefit (DB) plan, if the rules are followed, there’s limited ...

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Organization Successfully Transitions from DB to DC Plan

Transitions from DB to DC Plan

  Examining Transitions from DB to DC Plan Just as society is transitioning from defined benefit (DB) plans where companies save on behalf of their employees managing the investments ...

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Moving to a New Record-Keeper, Challenges and Benefits

New Record-Keeper

A Director of Benefits for a company of approximately 1,200 employees recently attended a Plan Sponsor University (TPSU) program at Merrimack College in North Andover Massachusetts earlier in January ...

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Next Gen Employee Education: Peer to Peer

Next Gen Employee

  We know that traditional financial education for investors has mostly failed even when employees in a 401k or 403b plan are required to participate. Research shows a 0.1% ...

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