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Six Smart Ways To Limit Sponsor Liability

Being a plan sponsor comes with plenty of responsibility, but there are several ways you can protect yourself driving many to attend our TPSU programs. Simple tasks like keeping ...

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Five Myths About Outsourcing Investment Decisions

  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 ...

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Is Your 401k Advisor Getting “Stale”?

Is your 401k or 403b plan advisor getting stale? That’s a question that a 100 person manufacturing company plan sponsor asked at a TPSU program held at LaSalle University. ...

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When Transitioning Providers, Start with Advisor

Transitioning Providers

For many companies sponsoring a defined contribution (DC) plan like a 401k or 403b, transitioning providers like record keepers or advisors is a new experience. There is no play ...

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401k Market Snapshot

401K MARKET SNAPSHOT

With retirement on more people’s mind as baby boomers prepare to leave the work force and Millennials unsure about the future of Social Security, it’s no wonder that defined ...

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