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Author Archives: Fred Barstein

Employee Education Tools You Can Use – CNBC

Employee Education - CNBC Article

Employee Education Tools You Can Use. If your organization offers different types of benefits like a traditional 401(k), a Roth 401(k), and a health savings account (HSA), your employees might ...

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Retirement Plan Committees Communication – Vlog

Retirement Plan Committee Communication

Retirement Plan Committees take Notice of Communication Best Practices.  The role of Retirement Plan Trustee or Plan Fiduciary comes with significant responsibility.  Plan Fiduciaries need to be aware of ...

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Custom TDFs (Target Date Funds): A “Better” Option?

custom tdfs target date funds

Custom TDFs (Target Date Funds): A “Better” Option? TDFs are among the most popular investment options offered by a majority of defined contribution (DC) retirement plans today. According to a ...

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Retirement – Are Your Employees Prepared For It?

Retirement - Investment Income

Retirement – Are your employees prepared for it? 401k and 403b plan sponsors’ top priority is helping their employees accumulate adequate savings for their post-career years. Rightly so — after ...

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Stable Value Funds: Conservative, but Not Without Risk

Stable Value Fund

Stable Value Funds: Conservative, but Not Without Risk. Ah, the stable value fund. It’s been a core investment fund in most retirement plans for decades and often serves as the ...

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Revenue Sharing: 401(k) Plan Sponsors Still Struggling

Revenue Sharing 401(k) Plan

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

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401k Loans – New Guidance Issued by IRS

401k Loans IRS Guidance

401k Loans – new guidance issued by IRS. 401k Loans can be troubling for 401k and 403b plans with administrators concerned about the burdens and costs to the plan ...

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