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...
Professional Retirement Plan Fiduciary Services
Quarterbacking Retirement Plans: Advisors at the Center of Success
A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...
Wealth + Retirement: The Race to Stay Relevant
A major broker/dealer recently asked if the convergence of wealth and retirement is real—and the answer is yes. But the real question is: Who’s equipped...
Who Should Help 401(k) Participants: Advisors or Record Keepers?
As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...
Forfeiture Lawsuits and Their Impact on 401(k) Plans
A wave of ERISA lawsuits is challenging the common practice of using forfeited 401(k) assets—typically from unvested employer contributions—to offset employer matching contributions rather than...
Most U.S. Retirement Plans Have Red Flags – Is Yours at Risk?
If you oversee a company retirement plan, here’s a startling statistic that should grab your attention: 84% of U.S.-based retirement plans have at least one...
Making Retirement Planning Inclusive for All
Making Retirement Planning Inclusive for All Retirement planning shouldn’t be reserved for executives—it’s essential for every employee, especially those who have dedicated decades to their...
Preparing for the 401(k) Boom: How the Industry Must Adapt
A surge of new 401(k) plans is on the horizon, driven by state mandates, SECURE 2.0 tax credits, and the growth of group plans like...
The Power of a Specialized Team in Retirement Plan Management
The Power of a Specialized Team in Retirement Plan Management Did you know that nearly half of employers struggle to manage their retirement plans effectively...
TPSU Celebrates Over a Decade of Empowering Retirement Plan Sponsors with Industry-Leading Education Programs
Jupiter, FL – The Plan Sponsor University (TPSU), the nation’s premier provider of fiduciary training for retirement plan sponsors, is celebrating its continued success in...
