Loans are an Opportunity for 401k and 403b Plan Sponsors; In a video with the HR director of a 275 person not-for-profit organization attending a TPSU program held at ...

Roth 401(k) Catching On with Younger Workers. Growing numbers of workers — especially younger ones — are contributing to Roth 401(k)s. If you don’t currently offer this option in your ...

Financial Wellness – Measuring Effectiveness – An Industry At A Cross Roads.  No doubt that there’s excitement by defined contribution (DC) plan sponsors as well as the retirement industry ...

GAO Report – Phased Retirement Programs are Lagging – The Government Accounting Office (GAO) was asked by the U.S. Senate Committee on Aging to review the current state of phased ...

  Pew Research: Why Small Business Do Not Offer 401k Plans. In an effort to find out why small business do and do not offer retirement plans like 401ks ...

  Not surprisingly, 67% of DC 401k plan sponsors feel great responsibility and are committed to helping their employees achieve more financially dignified retirements. This is most evident in ...

Attendees at The Plan Sponsor University (TPSU) program recently held at Rollins College, in Winter Park, Florida, exhibited leadership qualities when attending the Fiduciary Educational Program. Rollins College, Florida’s ...

With the new DOL fiduciary rule set to become effective June 9th shining a bright spotlight on advisors working on defined contribution (DC) plans like 401ks and 403bs, scrutiny ...

401k plan sponsors are charged with acting as a prudent expert when managing their ERISA plan, a role that many in the under $250 million market are ill equipped ...

Perhaps the most important decision a 401k or 403b plan sponsor can make is finding and evaluating their plan advisor. The issue is at the heart of the DOL ...