Legislative Stimulus Package Passes During TPSU Virtual Town Hall Meeting last week. Over 1,300 plan sponsors and plan fiduciaries joined The Plan Sponsor University for the TPSU Virtual Town ...

Retirement Plan Committee Duties Include Recordkeeping Services Oversight Retirement Plan Committees are responsible for the oversight of many retirement plan functions. Included in these duties is the responsibility for ...

Robinhood Service Technology Fails to Deliver Robinhood service took from the clients and giving to others! The Robinhood service mobile brokerage app  was inaccessible to millions of investors for ...

Fiduciary Responsibility Unclear When Handling Participant Data? Ask the Lawyer By Carol Buckmann Fiduciary responsibility has blurred-lines around the use of participant data. Can your vendors use participant data ...

Retirement Committee Education Can Meet Training Needs By Carol Buckmann Retirement Committee Education can prove to be a priceless asset for your company. Do you serve on your company’s ...

Coronavirus Victims Now Includes Wall Street Coronavirus victims now include your company 401k plan participants. The fear of the unknown has hit Wall Street, creating millions of new coronavirus ...

Investment Policy Statement Should be Implemented Slowly Investment Policy Statement (IPS) documentation should not be drafted without thought. Your retirement plan’s Investment Policy Statement (IPS) is an important document ...

Digital Design Influences Retirement Plan Participation and Savings Rates Digital design has an impact on more than just the data that is being presented.  Enhancing the digital design of ...

Investment Policy Statement: Prudent Reading for Fiduciaries Investment policy statements (IPS) are not a requirement for retirement plan sponsors. However, an Investment policy statement is a generally accepted best ...

Retirement Plan Strategy Will Help Everyone    Retirement plan strategy can set the tone today that creates a long-term successful retirement plan.  When senior management is engaged in seeing ...