401k Plan Optimization, Compliance, Investment & Partners

Could a small change to automatic enrollment make a big difference in employees’ retirement savings?

Following a recent TPSU program in Tacoma, Washington, Fred Barstein, founder and CEO of 401kTV and TPSU, spoke with Ruchita, an HR manager at a company with approximately 200 employees.

During the program, Ruchita recognized an opportunity to improve her...

The retirement industry is constantly introducing new products, technology and investment solutions.  But are these the issues plan sponsors are most concerned about?

At a recent TPSU program at Penn State Great Valley in Malvern, Pennsylvania, 38 plan sponsors shared the everyday challenges they face managing their retirement plans.  And their concerns weren’t necessa...

When employees leave their jobs, they often leave their retirement savings behind.  For plan sponsors, keeping those assets in the plan may seem beneficial, particularly if larger asset balances translate into better pricing or help former employees preserve their retirement savings.

But are those benefits worth the ongoing responsibilities?

In a recent

What makes a great retirement plan advisor?  Is it investment knowledge, fiduciary expertise or something more personal?

Technical expertise is important, but being a truly effective advisor goes beyond understanding investments and regulations.  It also requires knowing your audience, communicating clearly, showing compassion, putting clients first and acting ...

What if plan sponsors could pinpoint which employees need help with their 401(k) and offer education tailored to them?

After a recent TPSU program at Robert Morris University in Moon Township, Pennsylvania, Fred Barstein, founder and CEO of TPSU and 401kTV, spoke with Laura Lee, a payroll and benefits specialist at a company of about 350 employees.

Laura...