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 & ...

Reviewing your 401k Record Keeper Service Agreement – Ask the Lawyer by Carol Buckmann “My agreement with my recordkeeper? I think I have it somewhere, but wouldn’t they tell me ...

Automated Processes: Why this 401k plan sponsor moved from manual. After her payroll/401k administrator resigned, the VP of operations of a 62 person company in the Richmond VA area ...

Benchmarking 401k and 403b Record Keeper and Advisor Fees. End of year tasks for 401k and 403b plan sponsors may include benchmarking fees or going to market with an ...

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

During a recent Fiduciary Education Program at Fordham University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed one of the program attendees who as Director of Human ...

Plan sponsors have a lot of questions and moving parts when 401k and 403b record keepers and even advisors are changed. But rarely does the company they consider questions ...

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 ...

401k plan sponsors are charged with acting as a prudent expert when managing their ERISA plan, a role that many in the under $250 million market are ill equipped ...