Don't Miss
Allianz Ad

Plan Optimization

Stable Value Funds: Conservative, but Not Without Risk

Stable Value Fund

Stable Value Funds: Conservative, but Not Without Risk. Ah, the stable value fund. It’s been a core investment fund in most retirement plans for decades and often serves as the ...

Read More »

401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

Read More »

Re-Enrollment: Know The Risks

re-enrollment

Re-Enrollment: Know The Risks. Retirement plan sponsors are embracing re-enrollment as a way to help ensure participants have sufficient asset allocations and deferral rates. More than 22% of plan ...

Read More »

Plan Sponsors Fail to See the Big Picture of Retirement

Plan Sponsors Retirement Big Picture

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

Read More »

Roth 401(k) Catching On with Younger Workers

Roth 401(k) Catching On With Younger Workers

Roth 401(k) Catching On with Younger Workers. Growing numbers of workers — especially younger ones — are contributing to Roth 401(k)s. If you don’t currently offer this option in your ...

Read More »

Plan Design: Simpler Flexibility Encourages Engagement

Plan Design Simpler Flexibility

Plan Design; Simpler Flexibility Encourages Engagement. Employees are more engaged with their employer-sponsored retirement plans, resulting in higher account balances and increased contributions and deferral rates. In addition, workers have ...

Read More »

How Can Plan Trustees Know What Plan Documents to Distribute?

Plan Trustees

How Can Plan Trustees Know What Plan Documents to Distribute? Plan Trustees struggle with knowing exactly which plan documents they are required to distribute to 401k plan participants.  After the ...

Read More »

401(k) Loans – The Real Cost

401(k) loans - The Real Cost

  401(k) Loans – The Real Cost. Participants who opt to take a loan from their 401(k) might not understand the risks involved. As a plan sponsor, you can help ...

Read More »