Why Advisor Due Diligence Matters for 401(k) and 403(b) Plan Sponsors
Many plan sponsors are recognizing the complex responsibilities tied to managing retirement plans. While ERISA requires them to act as prudent experts, most lack formal...
Retirement Plan Advisor Due Diligence
The 10 Biggest Lies Told to 401(k) Plan Sponsors
At the May 401(k) Café webinar for plan sponsors, Fred Barstein, revealed the 10 biggest lies told to 401(k) and 403(b) plan sponsors. Despite ERISA’s...
The 10 Biggest Mistakes Plan Sponsors Make with Their Retirement Plan Advisor
We were overwhelmed by the response to the April 2nd 401(k) Café 30-minute webinar, “What You Don’t Know Could Hurt You.” Many of you were...
Considering a New 401(k) Provider? Tips for a Successful Switch
Making the switch to a new 401(k) service provider has the potential to significantly improve retirement outcomes and plan performance while reducing plan costs. While...
PE Industry Considers Move to Enter 401(k) Market
With President Trump just days away from his second term in the White House, private equity firms are eyeing the massive 401(k) market with renewed...
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...
The Evolving Retirement Industry: What Advisors Need to Know
The Evolving Retirement Industry: What Advisors Need to Know The retirement industry has evolved dramatically over the past decade, bringing new challenges and opportunities for...
Why Retirement Plan Advisor Due Diligence is so Critical Now
Anatomy of a Recent RFP When the benefits administrator at an $80 million plan contacted TPSU (The Plan Sponsor University) recently about conducting due diligence...
