Retirement Committee members have been tuning in for the TPSU Virtual Town Hall Meetings and this Friday is sure to follow suit.  The TPSU VTHM attendees receive 1 hour ...

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 ...

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 ...

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 ...

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 ...

Retirement Plan Compliance An Important Issue Retirement plan compliance is something that’s top of mind for many fiduciaries and plan sponsors, especially this time of year. Now is the ...

Retirement Plan Fiduciary Duty When Hiring a 3(21) Fiduciary Retirement plan fiduciary duties are very broad and in many instances, the job function is poorly communicated. Retirement plan fiduciaries ...

401k Plan Advisor Makes Dramatic Improvements 401k plan advisor services can be the difference in helping plan fiduciaries and retirement plan committees to maintain a strong retirement plan. Retirement ...