401k Plan Optimization, Compliance, Investment & Partners

For retirement plan education to be effective, employees need to understand the information they’re receiving.  Sometimes, that starts with offering it in their own language.

Following a recent TPSU program at Marquette University in Milwaukee, Wisconsin, Fred Barstein, founder and CEO of TPSU and 401kTV, spoke with Nate, a senior financial analyst at a manufac...

A small change can sometimes lead to much bigger consequences.  That’s the idea behind the butterfly effect, and it’s playing out across the retirement industry.

As more states require employers to offer retirement savings options, the number of workplace retirement plans is growing rapidly.  But the impact goes well beyond creating new plans.

More employers off...

Who says people don’t have the attention span for long-form financial education?

Kevin Lum, a certified financial planner and founder of Foundry Financial, has built an audience of more than 220,000 YouTube subscribers by explaining retirement planning concepts.  Several of his ...

Third-party administrators (TPAs) haven’t always received the same attention as retirement plan advisors or wealth management firms.  But that’s starting to change.  Private equity firms are taking a growing interest in TPAs because they offer steady revenue, opportunities for growth and the potential to use technology and AI to improve operations.

As retirement plans ...

A retirement plan committee helps guide decisions that affect employees’ savings and financial futures.  But when the same people serve year after year, discussions can lose momentum. Bringing in fresh perspectives can help a committee stay engaged, ask better questions and keep employees’ needs in view.

At a recent TPSU program at Marquette University in Milwa...