Access to Low-Cost funds, Plus Dedicated Institutional Resources? What a Welcome Alternative. When it comes to customer service, most firms just go through the motions. Not Charles Schwab Investment ...

Retirement plan advisor partners can be strong advocates when attempting to manage recordkeepers, investment managers and custodians for your company 401k plan.  At the conclusion of a Fiduciary Education ...

Retirement Plan Partners Large Contributors to 401k Plan Success Retirement Plan Partners can be large contributors to the success of your 401k plan.  At the conclusion of a Fiduciary ...

Target Date Funds have gained widespread acceptance Target Date Funds have gained widespread acceptance over the last decade.  Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU), ...

Retirement Plan Professionals can Make the Difference Retirement plan professionals such as a Certified 401(k) Professional, can make a positive impact on the company retirement plan.  Managing the company ...

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, ...

Target Date Solutions 2.0: Manager Lineup, Asset Allocation, and Selection. Fred Barstein, Founder, and CEO of The Plan Sponsor University (TPSU), recently visited with Jennifer DeLong, SVP/Managing Director, Head ...

Brokerage Windows: Do the Risks Outweigh the Rewards? More 401(k) and 403(b) plan sponsors are offering an investment option called a brokerage window. According to Aon Hewitt, 40% of companies ...

Retirement Plan Investment Committee Decisions – Best Practices for Improving. As a plan sponsor, one of the many hats you probably wear is investment committee member. It’s a role ...

  With the regulatory spotlight shining on fiduciary roles thanks to new, tougher rules from the DOL, more defined contribution (DC) plan sponsors are hiring third parties to handle ...