Research – Plan Optimization

Customized retirement plan communications pack a bigger punch. When it comes to communicating the benefits of an employer-sponsored retirement plan, one size does not fit all. Each generation has ...

401(k) Request for Proposal: Best Practice Q&A Column. To invite, or not to invite the incumbent to the finals presentation… Question to an RFP Expert: Our committee runs a ...

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 ...

From the founders of Waze which help drivers find the best routes with less traffic comes a new fee comparison tool that helps advisors determine if they should be ...

Menu Design Needs Process Heavy Approach.  As a result of the DOL fiduciary regulations, advisors will be required to act as a fiduciary to retirement plans. Consequently, the industry ...

Four Tips for More Impactful Participant Communications The key to successful retirement plan participant education and communication programs? Keep them simple and relatable. Easier said than done, perhaps. Employees ...

A Financial Wellness Program In The Workplace That Does Makes A Difference. At a recently held TPSU Program held at University of Memphis, an HRIS Administrator of a 1600 ...

  Struggling with Financial Wellness? Here’s Some Help To Create An Effective Financial Wellness Program. Many employers feel responsible for educating their employees on complex financial topics. As such, ...

Retirement Plan Sponsors, and the fiduciaries who support the company retirement plans, have the difficult task of balancing among Plan Participant needs, Company needs, Advisor needs and Investment Provider ...

Currently, 401(k)s and health savings accounts (HSAs) are treated as two siloed employee benefits. However, looking at them instead as complementary offerings could be a win-win for employers and ...