Progressive 401k Plan Design Results in Happier Employees. A plan sponsor with 1000 employees attending a TPSU program at Queens College in NYC explains how progressive plan design is ...

Revolutionizing the 401(k) Plan: Small Changes, Big Impact. Retirement industry kingpin Bob Reynolds posted an article recently on LinkedIn opining that building on the success of automatic features currently available ...

Should Your Plan Have an Education Policy Statement (EPS)?. The Department of Labor doesn’t require qualified retirement plans to have an education policy statement (EPS). But should your plan have ...

Competition Spurs Dramatic Increase in 401k Deferral Rates. At a TPSU program in Tennessee held at Vanderbilt University, the General Manager of HR at a crane company describes how ...

401k Eligible – Personalized Emails to Workers. People are inundated with emails and are less likely to open them up if they are from someone they don’t know, even ...

Employee Education Tools You Can Use. If your organization offers different types of benefits like a traditional 401(k), a Roth 401(k), and a health savings account (HSA), your employees might ...

Ideal 401k Plan – TPSU Alum Convinces Senior Management to Institute. The Ideal 401k Plan, simple and effective, is taught at every TPSU program but very few plans, especially smaller ...

Retirement Plan Committee – 8 Tips to Build and Run Yours Effectively. We’ve been hearing from a lot of retirement plan sponsors that they’re confused about the ins and ...

Fidelity Plan Sponsor Survey: Nearly 40% Seeking New Advisors. Retirement plan sponsors can reap many benefits from working with an advisor. And for the most part, the sponsors who do ...

PEP Rally In Congress Lead By TPSU Adjunct Lecturer. The biggest issues and hurdles for most small and mid-size that have or are thinking of starting a 401k plan ...