Why Advisors and Record Keepers Need to Stop Competing — and Start Collaborating
Participants in defined contribution plans have more tools than ever — and many still don’t know if they’re on track. That gap isn’t a technology...
Plan design
Includes testing, safe harbor plans, company match, plan eligibility, loans, hardship withdrawals, vesting, auto plan, qdia or qualified default investment alternative as well.
Help Younger Workers Start Saving Sooner
A new class of graduates and interns is entering the workforce this summer, and many will be making retirement planning decisions for the first time. ...
The Value of an Independent TPA
Following a recent TPSU program at Bellevue College, Larry Shoemaker, Principal at Hunnex & Shoemaker, spoke with TPSU Founder and CEO Fred Barstein to discuss...
What Today’s Retirement Plan Participants Are Really Looking For
For many workers, retirement still feels like a distant goal—especially when today’s financial priorities include rising costs, student loans, housing expenses, and everyday bills. Yet...
How AI and HR Technology Are Transforming Employee Access to Benefits
More and more employers are turning to AI and integrated HR technology to help employees easily access the information they need — from payroll and...
Alternative Investments in 401(k)s: What the DOL’s New Safe Harbor Can—and Can’t—Do
When President Trump’s executive order encouraging 401(k) plans to include alternative investments first dropped, it sparked strong reactions. Some advisors warned plans to stay away...
AI Is Changing Retirement Plans And Fiduciary Risk Is Evolving With It
Artificial intelligence tools are showing up in more corners of retirement plan operations: record-keeping, investment advice, participant communications. That’s creating new questions for plan sponsors...
Four Ways Your Benefits Broker Can Strengthen Your 401(k) Strategy
For many companies, the 401(k) is one of the most valued benefits they offer. It’s also one of the least optimized. Plans are often selected...
AI Tools Are Coming to Retirement Plans And Fiduciary Oversight Can’t Wait
Artificial intelligence is making its way into retirement plans, and plan fiduciaries can’t afford to sit on the sidelines. As recordkeepers and advisory firms roll...
The Illusion of 401(k)s — And What Comes Next
Defined contribution plans like 401(k)s and 403(b)s may appear to be fixed retirement vehicles, but in reality they are constantly shifting collections of individual accounts. ...
