Research – Compliance

ERISA Fiduciary Role Simplified for Plan Sponsors in Compilation With the dust settling around the hotly debated DOL fiduciary rule retirement plan sponsors need to get up to speed ...

Avoid costly penalties for late form 5500 filing. In addition to the many other local, state, and federal filings, businesses with benefits plans may be required to file an ...

Cyber Security was a Hot Topic at TPSU Fiduciary Training Program. Plan sponsors now have more responsibility when it comes to Fiduciary Duty.  Cyber security is now elevated to ...

While some experts doubt that the rash of 401k and 403b lawsuits will continue to focus on larger defined contribution plans driven by law firms with ERISA or employee ...

Being a plan sponsor comes with plenty of responsibility, but there are several ways you can protect yourself driving many to attend our TPSU programs. Simple tasks like keeping ...

When the DOL fee disclosure rules 408b2 and 404a5 went into effect in the summer of 2012, many experts predicted an industry upheaval resulting in an onslaught of calls ...

You should never leave a meeting without specific tasks to follow-up on. One of the key elements of educational programs conducted by TPSU (The Plan Sponsor University) is to ...

Now that the DOL Secretary Acosta is in place, experts believe that the undoing of the DOL fiduciary rule will start in earnest. A NAPA post claims that Acosta ...

Whitepaper – Retirement Planning Needs A Better UX, by Shlomo Bernartzi Companies are careful to consider the impact of ERISA fiduciary rules when managing their company’s 401(k) or defined ...