401k Advisor

Top 10 Products and Services Transforming the 401(k) Industry

By Fred Barstein / 401k Advisor, 401k News, Adaptability, AI for Retirement, artificial intelligence, benefit education, Digital Design, Digital Tools, financial behaviors, financial stress management, Financial Wellness

The defined contribution (DC) industry is entering a new era of transformation. Innovative products, services, and technologies are reshaping how plan sponsors, advisors, and participants...

Smart Strategies for Multi-Generational 401k Communication

By Fred Barstein / 401k Advisor, Adaptability, AI for Retirement, benefit education, collaboration, Communication, DC Plan Sponsors, Financial Wellness, Financial Wellness, Gen Z, generational gap in retirement planning, Millennial saving, multi-generational workforce, one-size-fits-all, Retirement Readiness, Social media, Student Loan Debt

While it’s likely obvious to retirement plan sponsors who’ve been paying attention, one-size-fits-all participant communication strategies aren’t effective. And the challenge is becoming more complex. ...

Plan Sponsors Want More From Retirement Advisors, and Here’s Why

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, 401k plan, Client connection, collaboration, Confidence, DC Plan Sponsors, DC plans, Employee engagement, Fiduciary, Financial Advice, Financial Advisors, financial stress management, Financial Wellness, Future Self, recordkeeping, Recordkeeping, Retirement Advisor Specialist, Retirement Committee, Retirement Income, Retirement planning, Retirement Readiness, Target Date Fund

Plan sponsors want better retirement savings outcomes for their employees and are looking to advisors for solutions. The disconnect between what participants need to save...

Quarterbacking Retirement Plans: Advisors at the Center of Success

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, 401k plan, Client connection, Communication, DC Plan Sponsors, DOL Guidance, Employee engagement, Fiduciary, Financial Advisors, financial wellness, Investments, Professional Retirement Plan Fiduciary Services, Retirement Plan Advisor, Retirement Plan Consultants

A retirement plan advisor plays a pivotal role in supporting both plan sponsors and participants. Beyond managing investments, advisors ensure all service providers—such as TPAs,...

The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.

By Fred Barstein / 401k Advisor, 401k plan, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, erisa, Fiduciary, Financial Wellness, mindfulness, Retirement Plan Advisor

The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...

Six Red Flags That Signal Your 401(k) Advisor Isn’t Worth the Cost

By Fred Barstein / 401k Advisor, 401k News, 401k plan, Benchmarking Fees, Client connection, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Security, Financial Wellness, Retirement Plan Advisor, Retirement planning, Retirement Readiness, Target Date Fund

After 25 years of benchmarking retirement plans across Oklahoma, Terry Morgan, AIF, CPFA of OK 401k has seen some patterns that have become impossible to...

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