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I’M AN ADVISOR I’M A PROVIDER I’M AN EMPLOYEE I’M AN EMPLOYER
- 101articles · 365d
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- Sep 18, 2025earliest in window
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News
How One CHRO Is Redefining Benefits Communication for a Distributed Workforce
4+ mon, 3+ week ago (700+ words) At the conclusion of a recent TPSU program at Robert Morris University in Moon Township, PA, TPSU Founder and CEO Fred Barstein interviewed Wendy, Chief Human Resources Officer (CHRO) of a local engineering firm with over 300 employees. Wendy, who has…...
Employee Champions: Turning Peer Trust Into Powerful Benefits Engagement
6+ mon, 2+ week ago (263+ words) Read the Full Transcript Here: Fred Barstein: Greetings, this is Fred Barstein, Founder and CEO at TPSU and 401kTV, here in Winter Park, Florida, on the campus of Rollins College, where we just completed a TPSU program. And I’m here with…...
Why Explaining the Match in Dollars Can Improve Plan Participation
6+ mon, 3+ week ago (373+ words) She noted that this simple, proactive communication approach has generated consistent engagement, with employees regularly reaching out after announcements to learn how to participate and take advantage of the match. Marianne also highlighted an effective communication strategy discussed during the…...
SECURE 2.0 Self-Certification: Why Easier Hardship Withdrawals Are Driving Plan Leakage
7+ mon, 1+ week ago (431+ words) Read the Full Transcript Here: Fred Barstein:This is Fred Barstein, CEO and founder of The Plan Sponsor University, and we’ve just completed a program here in Nashville. I’m joined by our adjunct lecturer, Steve Glasgow. Welcome, Steve. Steve Glasgow:…...
Employees Feel Fine Day to Day—but Financial Stress Is Undermining Resilience
7+ mon, 1+ week ago (279+ words) Most employees say they’re doing pretty well on a daily basis. But dig a little deeper, and the picture changes. A new national survey from New York Life Group Benefit Solutions finds that while workers rate their overall well-being at…...
Preparing Employees for Retirement: What Plan Sponsors Should Do Now
7+ mon, 3+ week ago (393+ words) Read the Full Transcript Here: Fred Barstein:Greetings. This is Fred Barstein, CEO and founder of TPSU. We just completed a program here at Villanova, right outside of Philadelphia, and I’m here with Rachel. Welcome, Rachel. Okay if we ask…...
How Advisor Engagement Drives Higher Retirement Plan Participation
7+ mon, 4+ week ago (435+ words) Read the Full Transcript Here: Fred Barstein:Greetings. This is Fred Barstein, CEO and Founder of TPSU. We just completed a program here on the campus of Villanova, and I’m here with Lisa. Welcome, Lisa. Fred Barstein:Mind if we…...
Why Employee Education Requires More Than One Method
8+ mon, 5+ day ago (798+ words) After a TPSU Fiduciary Education Program at the University of Denver, Fred Barstein interviewed Adjunct Lecturer Matt Waters, a partner at Prime Capital. Matt explained that Prime Capital, headquartered in Kansas City with about 65 offices nationwide, serves as investment managers…...
Why Participant Loans Can Strengthen Retirement Readiness
9+ mon, 2+ day ago (339+ words) Read the Full Transcript Here: Fred: Greetings, this is Fred Barstein, CEO and Founder of TPSU and 401kTV. We’re here on the UC Davis campus where we just completed the TPSU Program, and I’m joined by Veronica. Welcome, Veronica. Fred: Mind…...
Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors
9+ mon, 2+ day ago (410+ words) Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a fiduciary responsibility under ERISA—meaning you need to show your work when it comes to…...