Good Communication May Help More Participants Meet the Match. Survey after survey seems to reflect the increasing number of retirement plan participants who are taking advantage of employer matching contributions ...

The Little $500,000 Mistake Made by Many 401k Participants. How is it that so many 401k Plan Participants can unknowingly make a mistake that costs them so much in ...

Communications Conundrum? C’mon Now, Get Social. I was reading an article this morning about Pensions & Investments’ DC East conference, which just happened in Miami in March, and I came ...

5 “Bad” Participant Behaviors, and How to Manage Them. There are 5 key financial behaviors of retirement plan participants that drive their investment decisions and determine whether or not they ...

Want to Improve Your Retirement Plan and Employee Outcomes? All You Need is Love. What do all great workplace retirement plans have in common? The answer may surprise you. It’s ...

Plan Sponsors: Are You a Dinosaur or a Lizard? The retirement industry is no longer a dinosaur. It’s evolving to become more like a lizard. Let me explain what I ...

Individual Education That Gets Results for One 401k Plan Sponsor. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Atlanta, Georgia at the Terry College of Business.  ...

Understanding HSAs: Communication is Key. In an effort to help mitigate rising healthcare costs and give their employees more flexibility and choice in their benefits plans, increasing numbers of ...

Want to Optimize Employee Engagement? Communication, not Auto Features, is the Key. We posted a video last week from a recent The Plan Sponsor University (TPSU) program hosted at Villanova ...

Retirement Plan Education: It’s Time to Get Personal. For employee training to be impactful, it must be personalized to the learner. If the topics and presentation don’t resonate, the material ...