Retirement Outcomes: This One Simple Concept can Help Them Improve. Chronic worriers hear it all the time: focus on what you can control, let go of what you can’t. There’s ...

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 ...

Roth 401(k) — Sponsors Need to Help Participants Understand the Benefits. Retirement plan sponsors are catching on to the benefits of offering a Roth 401(k) feature. According to the latest ...

401k Plan Participants: Annual Refresh Helps All at Retirement. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Glendale, Arizona at Thunderbird School of Global Management.  One ...

Plan Sponsors Should Embrace the Role of Financial Coach. Companies that offer 401k Plans are offering a valuable benefit to the workforce.  Another valuable benefit that employers seem to be ...

Retiring Broke – Nearly Half of Americans Run the Risk – What Now? This may not be a popular argument, but I’m just going to come right out and say ...

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.  ...

Supercharging a 401k Plan for the Benefit of all Retirement Plan Participants. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Atlanta, Georgia at the Terry College ...

Can 401k Plan Sponsors Continue to Ignore the Benefits of the Health Savings Account? The Plan Sponsor University (TPSU) recently held a Fiduciary Education Program in Orlando, Florida at ...

Financial Literacy Education Has Failed but there is Hope: 401k Sales Champions. According to academic research in 2012, financial literacy education has changed behavior 0.1% of the time which ...