Plan Sponsor Education is Important for Plan Success Plan sponsor education and plan design are each vitally important to plan fiduciaries.  Taxes also play a prominent role in overseeing ...

401k Auto-Enrollment Pitfalls to Avoid   401k Auto-enrollment can help to boost 401k plan participation; however plan sponsors need to be aware of potential pitfalls that can create problems ...

401k Plan Design Simplification Improves Retirement Readiness by Robyn Kurdek 401k plan design simplification can counterbalance the complexity of many retirement plans.  Plan complexity can be more of a ...

401k Plan Borrowing is Discouraged 401k Plan Borrowing can be a mistake much larger than the amount borrowed.  Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU) ...

401k Auto Enrollment Statistics Reflect Success 401k automatic enrollment statistics tell a good story. After a recent Plan Sponsor University (TPSU) Fiduciary Education Program at University of Memphis Mr. ...

Financial Resolutions for 401k Participants in 2019 Financial Resolutions for 401k Participants are a high priority this year.  During every New Year the conversation gravitates toward financial resolutions for ...

Improving a 401k Plan for Participants Improving a 401k Plan for plan participants may be the 2019 strategy that takes your retirement plan to the next level.   Improving a ...

401k Service Providers Drive Plan Success 401k service providers are critical to the success of a 401k retirement plan.  During a Fiduciary Education Program at Fordham University Fred Barstein, ...

Retirement Plan Goals Should Mirror Corporate Goals Retirement plan goals and strategies supported by good plan design will make a significant impact on participant outcomes.  Plan sponsors should consider ...

Ideal 401k Plan Features Include Automatic Deferrals and Increases Ideal 401k plan features were brought to the forefront of the 401k industry by, Fred Barstein, Founder and CEO of ...