Employees Must Sign Not to Enroll
The HR manager at Nathan’s Famous at a recent TPSU program held at Long Island University explains how her company achieved over 90% participation…
Education
Includes employee education, employee guidance, financial literacy, employee advice, one on meetings, financial coach to enable people and investors to improve the financial health of a person as well as improve financial literacy.
FAQs by the Investment Company Institute Update
The Investment Company Institute (ICI) provides valuable resources for employers sponsoring a retirement plan like 401(k)s. They recently updated their frequently asked question (FAQ) section…
The Biggest Problem with 401(k) Plans Is…
(A version of this article was originally published in NAPA Net.) Imagine when defined contribution plans were first pitched to mid and small company…
The Power of Coaching and the problem with Advising
(Version of this article originally published in NAPA Net by author) Does employee education work? Probably not the way that the 401(k) industry currently offers…
The Power of Coaching and the problem with Advising Read More »
Loan Education Critical in Rising Interest Rate Environment
For plan sponsors, a rising interest rate environment poses a few new challenges. The first increase in the Federal Funds in almost a decade on…
Loan Education Critical in Rising Interest Rate Environment Read More »
Employer Doubles Participation Through Unique Education Format
Employee education doesn’t work in defined contribution (DC) plans like 401(k) and 403(b)s, right? A Midwest manufacturing company with 750 employees has found a…
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TPSU 10 Day Advance Notice
DePaul University will again be hosting The Plan Sponsor University (TPSU) on Tuesday, December 15, 2015 from 8:30AM – 2:30PM. The TPSU Adjunct Lecturer is…
Employee Education of the Past Does Not Work!
Billions are spent by service providers on employee education not because it works but as a fiduciary hedge. Learn from TPSU Adjunct Lecturer Tim Rice…
Plan Fiduciary Education and Training Needs More Attention
Shortfall in plan fiduciary preparedness widespread After over 125 TPSU programs since May 2013, I am shocked how ill prepared most plan fiduciaries are to…
Plan Fiduciary Education and Training Needs More Attention Read More »
