Financial wellness benefit programs are being offered by more employers. That used to be the financial wellness benefit headline pre-pandemic. Plan sponsors are concerned with the financial wellness benefit, ...
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Small Balance Retirement Accounts May Have a Solution
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 ...
Read More »Senior Management Engagement on 401k Retirement Plan Committee
Senior Management Engagement on Your 401k Retirement Plan Committee. Senior management engagement on your 401k Retirement Plan Committee can be extremely important. The Plan Sponsor University (TPSU) held a ...
Read More »Behavioral Finance Investor Bias Can Crush 401k Participants
Behavioral Finance Investor Bias Can Crush 401k Participants Behavioral finance investor bias can decimate the returns of 401k Participants. Behavioral finance investor bias can also make it difficult for ...
Read More »Selecting a Retirement Plan Advisor Using Quantitative and Qualitative Data
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. ...
Read More »NIPA NEWS – Being Fully Prepared for a DOL Requires Focus
NIPA NEWS – Being Fully Prepared for a DOL Requires Focus NIPA News: The motto of the Boy Scouts is Be Prepared. When a plan sponsor is responsible for the ...
Read More »Executive Decisions can Drive Success and Participation in the 401k Plan
Executive Decisions can Drive Success and Participation in the 401k Plan. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Denver, Colorado at the University of Denver. ...
Read More »Maximizing 401k Retirement Committees
Maximizing 401k Retirement Committees. At a TPSU program held at SMU in Dallas, the senior retirement benefits manager at a 15,000-employee company explains what happens at their retirement committee ...
Read More »Automated Processes: Why this Plan Sponsors Moved from Manual
Automated Processes: Why this 401k plan sponsor moved from manual. After her payroll/401k administrator resigned, the VP of operations of a 62 person company in the Richmond VA area ...
Read More »Compensation is Simply Compensation, Right?
Compensation is Simply Compensation, Right? by Michael Bourne This is the “Information Age,” so how hard can it be to determine how much we paid our employees last year? ...
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