Plan Optimization Video

Challenges of Retirement Plans at Retail Companies

Retirement Plans Retail Companies

Managing retirement benefits at a retail company is challenging with high turnover and low income workers. There are also issues tracking hours of temporary workers. A large Atlanta based ...

Read More »

Report Card Keeps DC Plan Participant on Track

retirement report card

  Like anything important, people need a report card or gauge to help them know how they are doing along with coaching and constant nudging. At a TPSU program ...

Read More »

A Plan Sponsor’s Guide to Supporting Roll-ins


This video presentation is designed to give the viewer an understanding of how plan sponsors can effectively support a program of qualified plan roll-ins contributions. Why should plans care ...

Read More »

Is Your CEO a Shepherd or Rancher?


  Though HR and benefits people generally care about people and improving retirement outcomes, their task can be easier or more difficult depending on the culture of the company, ...

Read More »