The Case for Professional Retirement Plan Fiduciary Services

Publisher: The Plan Sponsor University

Access this content

Your content has been opened.

Please verify you are a human before downloading this content.

The Case for Professional Retirement Plan Fiduciary Services has been emailed to . Entered the wrong email?

Don't see the content in your inbox?
Make sure to check your spam and other messages folders.

Can't get to your email right now?

To complete your registration and access this content, enter the sign-in code sent to your email.

Please enter a valid verification code.

Code sent to:

Also, remember to check in your spam, promotions, and other folders.

Register to access this content

By accessing content on the SHRM Human Resource Vendor Directory you agree to our Terms of Service and Privacy Policy; and, you acknowledge that your information may be shared with the content publisher.

The Case for Professional Retirement Plan Fiduciary Services

Remember when managing a retirement plan was simpler? Ah, the good old days. Today’s retirement plan sponsors face an increasingly complex web of ERISA requirements, cybersecurity protocols, and administrative responsibilities.

Similar content you might be interested in

Retirement Plan Due Diligence

Publisher: The Plan Sponsor University

Retirement Plan Due Diligence

The most important decision a plan sponsor makes is finding the right retirement plan advisor. ERISA 401k and 403b plan sponsor fiduciaries are required to perform documented due diligence on all service providers paid through plan assets including your RPA. Ensure that your advisor is qualified and is the right RPA for your organization and workforce while fulfilling required ERISA documented due diligence from a trusted and independent source. Why conduct advisor due diligence? • Increased litigation • Rising fiduciary insurance premiums • Advisor fees have dropped 50% in the last 10 years Why not use my plan advisor? Your retirement plan advisor (RPA) regularly conducts unbiased due diligence for plan investments and record keeping but because of conflicts of interest, they cannot conduct due diligence on themselves. Why use TPSU? The Plan Sponsor University (TPSU), which has educated over 10,000 plan sponsors through half day live training programs and online curriculum since 2013, is an independent trusted source not affiliated with any provider or advisory firm. The Retirement Advisor University (TRAU), our affiliate organization, has trained over 2,000 RPAs.

Download Content »

Words Make All the Difference in Improving Participation and Outcomes

Publisher: The Plan Sponsor University

Words Make All the Difference in Improving Participation and Outcomes

In retirement plan communications, language matters. Marshall McLuhan’s idea that “the medium is the message” applies to how employers and advisors communicate with employees about their benefits, particularly retirement plans. Invesco’s 2024 Defined Contribution Participant Pulse Survey, cited in BenefitsPro, sheds light on this, underscoring the significance of using participant-preferred language to encourage engagement and drive better retirement outcomes. The survey highlights trends that reveal participants’ need for stability, goal-oriented investment strategies, and flexible retirement income options, with insights that can help plan sponsors and advisors tailor their language for maximum impact.

Download Content »

Bridging the Generational Gap

Publisher: The Plan Sponsor University

Bridging the Generational Gap

A seismic shift is occurring in the constantly shifting retirement planning space. Plan sponsors and advisers now find themselves navigating dramatically varying expectations about retirement income sources across generations.

Download Content »