Ideal 401k Plan – TPSU Alum Convinces Senior Management to Institute. The Ideal 401k Plan, simple and effective, is taught at every TPSU program but very few plans, especially smaller ...

Employer Contribution: Switch To Match From Automatic Contribution Leads To 100% Participation At Not For Profit. Director of HR and Operations at a small not for profit (NFP) attending ...

Plan sponsors are often confused about the role that record keepers, money managers, advisors and third party administrators (TPAs) plan in their 401k or 403b plan. Even more confusing ...

Engaging 401k Participants Through Personalized Emails. At a TPSU program held at Loyola University, the HR director of a 400+ person company with multiple locations describes how she engages ...

Retirement Plan Auditors that Dabble Create Risk for Plan Sponsors. Following a Fiduciary Education Program at the University of Georgia Terry College of Business, Bruce McFadden, a Certified Public Account, ...

401k Plan Value Reaches Well-beyond Assets. At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Georgia Terry College of Business we interviewed ...

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

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 ...