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Plan Optimization

Defined Contribution Plans Get a Healthy Report Card

Balance Sheet

More and more, employees are looking for financial help at the workplace spurred by the growth of defined contribution (DC) plans like 401(k)s and 403(b)s which has 80 million ...

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TPSU 10 Day Advance Notice

fiduciary education

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 scheduled to deliver the ...

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Can Technology Teach and Advise 401(k) Participants?

Man vs. Machine

Can technology help 401(k) participants to increase their financial literacy IQ and make better decisions to improve their chances for a successful retirement? There’s a plethora of well-funded robo-advisors ...

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Large DC Market Portend the Future for Smaller Plans?

Larger and smaller defined contribution plans operate as differently the way the companies that sponsor them conduct business. But it’s usually enlightening to see how the other half lives ...

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Employee Education of the Past Does Not Work!

Tim Rice

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 about how he customizes ...

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Health Savings Accounts are Underused

Health savings

  With the growing popularity of high deductible healthcare plans (HDHP) comes the growth of HSAs (Health Savings Account). HDHC without HSAs is like peanut butter without jelly. According ...

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“Left on the Table” Campaign Helps Participation Rates

Mandeep Kaur

Mandeep Kaur, a corporate benefits manager at the BodyShop, explains how in her previous company with 30,000 employees, she created a campaign that showed plan participants not deferring enough ...

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