Fiduciary liability insurance premiums are rising while coverage is getting increasingly more difficult to purchase.  Retirement plan committees and sponsors who got renewals for their 2021 fiduciary liability insurance ...

Leveraging Your TPA: How 401k Plan Sponsors Can Best Achieve It! Mike Bourne, managing partner for Atéssa Benefits in San Diego, and incoming NIPA CFO, discusses how clients can ...

Retirement “Happiness Factors” are About More than Dollars and Cents. Sometimes we focus so much on the financial aspects of retirement readiness, we forget there are intangibles that are important ...

Tax-Qualified Retirement Plan – Dynamic Cost Structures. Fred Barstein, Founder and CEO of The Plan Sponsor University (TPSU), recently caught-up with esteemed retirement plan advisor and Certified 401(k) Professional, ...

The Case for an Institutional Approach to DC Plan Investments. Is the institutional approach of investment management the “right” one at this time to help boost participants’ overall retirement readiness? ...

7 Ways to Tell Your Retirement Plan is “Good.” Would your employees consider your organization’s 401(k) plan to be “good?” How do they, or you, know what constitutes a “good” ...

Top 10 Mistakes 401k Plan Sponsors Make: Mistake #6 – Timely Deposits How soon do 401k and 403b plan sponsors have to deposit participant contributions after payroll? You will ...

It is Okay for 401k Plan Sponsors to Ask for Help. A few weeks ago, I wrote “hubris is not a financial planning strategy.” That article was about Americans’ reluctance ...

Five Common Fiduciary Mistakes Plan Sponsors Should Avoid.  There are several common misconceptions that can get plan sponsors into hot water with regulators if they aren’t fulfilling their fiduciary ...

  Top 10 Mistakes 401k Plan Sponsors Make: Mistake #7 – Wrong Definition of Compensation Continuing our series on top mistakes made by 401k and 403b plan sponsors, Fisher ...