Recordkeeper Switches Can Go Wrong Fast. Is Your Plan Protected?
Switching recordkeepers might seem like a straightforward administrative move, but when things go sideways, the consequences can be severe. A recent lawsuit against a Florida...
Retirement Readiness
Why Employee Education Requires More Than One Method
Employee education requires more than one method because no single approach can effectively reach an entire workforce. Employees have different schedules, learning styles, comfort levels,...
Co-Manufactured Target-Date Funds: Lower Fees, But at What Cost?
Fee pressure is reshaping how 401(k) plans cover administrative costs, and plan sponsors—especially those overseeing smaller plans—are increasingly turning to a new breed of target-date...
Most Employers Now Offer or Plan to Offer Emergency Savings Accounts
Many American workers are living paycheck to paycheck, unable to cover even a modest unexpected expense. This financial fragility is prompting more employers to add...
Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors
Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...
Why Fiduciary Confusion Still Plagues Plan Sponsors
Despite the rapid evolution of the retirement industry, one challenge continues to surface among plan sponsors nationwide: persistent confusion surrounding fiduciary roles. Even though more...
A Decade of Impact: Todd Barden and TPSU at Marquette University
At the end of a recent Fiduciary Education Program held on the campus of Marquette University, Fred Barstein, CEO and Founder of The Plan Sponsor...
Plan Sponsor Finds New Value Through Advisor Review
Regularly reviewing your retirement plan advisor is one of the smartest moves a plan sponsor can make. It ensures the person guiding your plan is...
Middle-Class Retirement Gaps Show Where Sponsors and Advisors Can Step In
The retirement outlook for America’s middle class isn’t pretty. New research from the Transamerica Center for Retirement Studies, cited in InvestmentNews, paints a picture of...
Why Plan Sponsors Play a Critical Role in Retirement Readiness
Improving employee retirement readiness begins with helping workers make informed financial decisions today. When employees understand how their choices around saving, debt, and spending impact...
