To Borrow or Not to Borrow from a 401k Plan? That is a tough question by Michael Bourne When a company is setting up a new retirement savings plan, ...

TPA Critical to 401k plans during Mergers and Acquisitions Alison Cohen, Esq., a partner and compliance guru at Ferenczy Benefits Law Center, an Atlanta firm focusing on the practical ...

3(38) Investment Manager Switch is Making a Difference 3(38) investment manager services were discussed after a recent Fiduciary Training Program at Rice University. The Plan Sponsor University Founder and ...

Fiduciary Training Guidelines Help Fiduciaries with IRS and DOL Audit Questions Failing to participate in a strong Fiduciary Training Program surfaces as the # 2 Mistake made by Plan ...

Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU) delivers his Fred TALK concentrating on how Retirement Plan Sponsors should be working with their Retirement Plan Advisor.  ...

At the conclusion of a Fiduciary Education Session, conducted at UC Berkeley, Fred Barstein, Founder, and CEO of The Plan Sponsor University (TPSU) visited with Lynne Graham, People & ...

Speaking English Does Not Always Result in Effective Communication. Do you enjoy a strong rapport and good communication with your retirement plan advisor, or, is it difficult for you to ...

$500 Million 401k Plan Finds New Advisor Through RFP Process. Sending retirement plan business out to bid is a must for plan sponsors. It’s a way for sponsors to fulfill ...

Fiduciary; What Kind is your Plan Advisor? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated it, 401k and ...

  Outsourced 401k Fiduciary Do you have Signed Service Agreements? Regardless of what happens with the DOL fiduciary rule now that the 5th Circuit Court of Appeals has vacated ...