Financial literacy is the first step in achieving financial wellness.  Without financial literacy the average employee will have a difficult time grasping the concepts associated with being financially well.  ...

Qualified Default Investment Alternatives have been used in retirement plans for over ten years.  They were established to provide some direction and safety to plan participants and plan sponsors.  ...

  Retirement committee members accept a substantial amount of responsibility when overseeing the investment of retirement plan assets.  Retirement Committees are increasingly considering professional plan fiduciaries to oversee retirement ...

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 ...

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 ...

Future Self Images Broaden the Minds of  Plan Participants Future self Images make an impact when people are pondering retirement years and saving for retirement. Future self images send ...

Podcast Series – OneAmerica Provider Profile Fred Barstein, Founder and CEO of 401kTV and The Retirement Advisor University discusses with Sandy McCarthy, President of OneAmerica’s Retirement Services Group, OneAmerica’s ...

Investment Fees Based on Participant Results Investment fees are a logical starting point for any fiduciary based conversation between a plan sponsor and an Investment Advisor.  At the 401kTV ...

Investment Fiduciary Committee Responsible for Plan Assets Investment Fiduciary committee members accept a substantial amount of responsibility when overseeing the investment of retirement plan assets. Retirement plan fiduciaries who ...