Bundled versus Unbundled Retirement Plan Pros and Cons by Alison J. Cohen, Esq. Bundled versus unbundled retirement plan services is a concept with which many plan sponsors struggle.  Like ...

3(16) Fiduciary Services Gaining Interest Among Retirement Plan Sponsors 3(16) Fiduciary Services are gaining interest among retirement Plan Sponsors who desire to offload some of the work from their ...

Retirement Plan TPA Services Are the Foundation of a Solid Retirement Plan Retirement plan TPA services make it possible for plan sponsors to hire seasoned experts in specialized roles ...

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 ...

Leveraging Your TPA: How 401k Plan Sponsors Can Best Achieve It! Mike Bourne, managing partner for Atéssa Benefits in San Diego, and incoming NIPA CFO, discusses how clients can ...

  How to Avoid Litigation with a 401k Plan Participant Appeal of a Benefit Claim Decision The thought of a going through a 401k plan participant appeal process for ...

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 & ...

NIPA News Video: Understanding the Unique Value of TPAs. TPAs offer a unique and independent voice helping retirement plan sponsors find solutions to every day and sometimes challenging problems. ...

NIPA News Video: Roles of 401k Record Keeper, Advisor and TPA explained. Attorney Ilene Ferenczy, managing partner of Ferenczy Benefits Law Center, sits down with 401kTV to explain the ...

  401k Plan Sponsor Considers Re-Hiring a TPA After Going Bundled. There is great debate for smaller and mid-sized 401k and 403b plans about whether to “bundle” their services, ...