Small Balance Retirement Accounts May Have a Solution Small balance retirement accounts left by terminated participants cause many plan sponsors to struggle. However, a solution may be available in ...

Student Loan Debt Crisis Can Bankrupt Parents Student Loan Debt Crisis can get the best of a well-intentioned family.  When a parent guarantees a child’s student loan, there exists ...

Multiple Employer Plan Pros and Cons Multiple employer plan pros and cons are the talks of the town inside the beltway.  That’s because two landmark events have happened within ...

  How to Avoid Litigation with a 401k Plan Participant Appeal of a Benefit Claim Decision The thought of a going through a 401k plan participant appeal process for ...

Fiduciary Training Guidelines Help Fiduciaries with IRS and DOL Audit Questions Failing to participate in a strong Fiduciary Training Program surfaces as the # 2 Mistake made by Plan ...

Retired Parents Ensnarled by Student Loan Debt Face Bankruptcy in Retirement When a parent guarantees student loan debt the unpaid college debt can change the Retirement plans by forcing ...

Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU) delivers his Fred TALK concentrating on how Retirement Plan Sponsors should be working with their Retirement Plan Advisor.  ...

Financial Wellness Program is Improving Retirement Plan Outcomes Employees are looking toward implementing financial wellness programs to improve participant outcomes because Americans are woefully under-saving for retirement.  Employers are ...

Speaking English Does Not Always Result in Effective Communication. Do you enjoy a strong rapport and good communication with your retirement plan advisor, or, is it difficult for you to ...

Are Your Vendors Fiduciaries? Why Does It Matter? Ask The Lawyer by Carol Buckmann Using non-fiduciary plan providers for services or investing may cause a plan committee to assume ...