Plan Optimization

401k Loans: Can Redesign Help?

401k Loans

401k Loans – Can Redesign Help? At a TPSU program held at Randolph Macon College in the Richmond Virginia area, the HR manager of a 1400 employee company discusses ...

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Healthcare: Plan Participants Struggle with Cost Increases

Healthcare costs increase

Healthcare: Plan Participants Struggle with Cost Increases. Rising healthcare costs are placing an additional burden on the shoulders of employees.   It is commonplace for a company’s employees to pay a ...

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Employees Want Help Converting Retirement Savings into Income

Retirement Savings into Income Outcomes

Employees Want Help Converting Their Retirement Savings into Income Pop quiz: Your employees want your help converting their workplace retirement plan savings into a sustainable income that will last ...

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Making a Meaningful Difference for Plan Participants

Plan Participants

Making a meaningful Difference for Plan Participants. During a recent Fiduciary Education Program of The Plan Sponsor University (TPSU), there was a lively discussion about a 401k plan sponsor who ...

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Comparison is the Thief of Financial Security


Comparison is the Thief of Financial Security. It’s often said that comparison is the thief of joy. Believe it or not, this applies to financial wellness, too. Because not only ...

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