Fidelity Plan Sponsor Survey: Nearly 40% Seeking New Advisors. Retirement plan sponsors can reap many benefits from working with an advisor. And for the most part, the sponsors who do ...

Fiduciary Responsibilities: A Simple Primer for 401k Plan Sponsors. What are the basic fiduciary responsibilities of a 401k and 403b plan sponsor? How can plan sponsors best fulfill them? ...

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

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 ...

Retirement Committee Duties: Trustees Should be Knowledgeable. As a follow-up to The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Maryland, Fred Barstein, Founder and CEO ...

Retirement Plan Investment Committee Decisions – Best Practices for Improving. As a plan sponsor, one of the many hats you probably wear is investment committee member. It’s a role ...

How Can Plan Trustees Know What Plan Documents to Distribute? Plan Trustees struggle with knowing exactly which plan documents they are required to distribute to 401k plan participants.  After the ...

With the focus on 401k and 403b lawsuits, it may be time for employers sponsoring a corporate retirement plan to get out of the line of fire by eliminating ...

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 ...

  What is the role of the Sponsor to protect retiring employees? At a TPSU (The Plan Sponsor University) program held at Loyola University in Maryland, Adjunct Lecturer Jania ...