Don't Miss
Allianz Ad

Ideal 401k Plan – TPSU Alum Convinces Senior Management To Institute

Ideal 401k Plan – TPSU Alum Convinces Senior Management to Institute. The Ideal 401k Plan, simple and effective, is taught at every TPSU program but very few plans, especially smaller ones, have been able to institute it mostly because it’s hard to get senior management buy-in.

An alumnus of a TPSU program held at Vanderbilt University explains how she got her company to change their plan to include auto-enrollment and re-enrollment, deferral rate starting at 6% escalating at 1% annually with no cap and a stretch match of 50% of the first 10%. Brilliant!

Watch the video to see how this comptroller was able to convince senior management to institute the Ideal 401k Plan.

Next up: HSAs.

Fred Barstein

Fred Barstein

Founder & Editor-in-Chief at 401kTV | TRAU | TPSU
Fred Barstein is the Founder & Editor-in-Chief of 401kTV. Fred is also the Founder and CEO of The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education and The Plan Sponsor University (TPSU).Mr. Barstein was also Founder and Editor-in-Chief of NAPA Net.
Fred Barstein

Check Also

TIAA Sales Practices

TIAA Sales Practices in Question – NY Times

TIAA may be in hot water, according to a recent New York Times article. The New York attorney general has subpoenaed documents and information related to dubious sales practices at the insurance and investment behemoth. There is also a similar ...