The PEP Puzzle: Finding the Right Fit for Your Retirement Plan
PEPs may be one of the retirement industry’s hottest topics, but don’t let the buzz fool you—just because it’s a PEP doesn’t mean it’s the...
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.
Vanguard’s 25-Year Data Shows Plan Design Is Doing the Heavy Lifting
Automatic enrollment, higher default deferral rates, and stronger employer contributions have reshaped America’s defined contribution retirement plan system over the past 25 years — and...
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...
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...
