3+ mon, 3+ week ago   (317+ words) Mistake #1: Failing to clearly designate responsibilities. When committees, outside advisors, and internal staff all have a hand in plan operations, things can slip through the cracks if no one knows exactly who owns what. Committees should have charters that define…...

3+ mon, 3+ week ago   (179+ words) The Plan Sponsor University (TPSU) has announced the launch of TPSU for Health Plan Fiduciaries, a new educational initiative focused on the growing financial, regulatory, and fiduciary complexities surrounding employer-sponsored health plans. Led by Jamie Greenleaf, C(k)P, AIF®, CBFA,…...

3+ mon, 4+ week ago   (717+ words) At the conclusion of a recent TPSU program held at Wake Forest University’s downtown campus in Charlotte, Fred Barstein, Founder and CEO of TPSU and 401kTV, sat down with adjunct lecturer Andy Ingram of Capital Investment Company of Virginia and Selinda…...

5+ mon, 2+ week ago   (324+ words) Defined contribution plans have evolved significantly, but one persistent challenge remains: many plan sponsors are still not fully equipped to manage their responsibilities. Despite overseeing critical retirement benefits, fiduciaries often receive little formal training and are left to learn on…...

5+ mon, 3+ week ago   (688+ words) For many HR professionals, balancing employee support with fiduciary responsibility can feel like a constant tension. Chris, an HR Director for a growing company of more than 100 employees, shared that concern during a recent TPSU program in Columbus, Ohio. As…...

6+ mon, 1+ day ago   (630+ words) For many companies, the work of managing a retirement plan feels complete once employees are enrolled. But Teresa believes that’s only the starting point. As an HR consultant who works closely with small businesses that often don’t have an internal…...

6+ mon, 1+ week ago   (582+ words) Not every employee walks into a retirement seminar with the same questions. A 24-year-old just starting their career has very different concerns than a 61-year-old trying to determine the best time to claim Social Security. Yet many companies still approach…...

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…...

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…...

7+ mon, 1+ day ago   (258+ words) The relationship between retirement plan advisors and recordkeepers has always involved some natural tension. But as both sides expand into overlapping territory, plan sponsors need to pay closer attention to where the lines are being drawn—and who’s really looking…...