401(k) advisor trust Archives - 401k Plan Optimization, Compliance, Investment & Partners

Why the 401(k) Industry Must Adapt to Phased Retirement

By Fred Barstein / 401(k) advisor trust, 401k Trends, AI, AI for Retirement, Client connection, Communication, Digital Tools, financial literacy, Financial Wellness, participation, Recordkeeping, recordkeeping, Retirement Plan Advisor

Defined contribution plans have evolved, but the industry still isn’t fully aligned with how today’s workforce approaches retirement. As employees live longer and seek more...

Finding the Middle Path Between Advisors and Record Keepers

By Fred Barstein / 401(k) advisor trust, 401(k) Managed Accounts, 401(k) Plan Management, 401k plan, Benchmarking Fees, Changing Recordkeepers, DC Plan Sponsors, Fiduciary, Financial Advisors, Financial Wellness, Investments, participation, Recordkeeping

Growing tension exists between retirement plan advisors and record keepers as both expand into participant financial services. As defined contribution plan economics tighten — driven...

Creativity Drives Clarity in Advisor–Plan Sponsor Relationships

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, Authenticity, Client connection, collaboration, Communication, DC Plan Sponsors, Employee Benefits, Financial Advisors, Financial Wellness, Financial Wellness, financial wellness programs, Gamification Retirement Planning, Retirement Advisory

Creativity is increasingly essential in the relationship between retirement plan advisors and plan sponsors because effective communication is no longer one-size-fits-all. Advisors who can translate...

The Power of One-on-One Consultation in Building Retirement Readiness

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Client connection, Communication, Convergence, DC plans, Employee engagement, Fiduciary, financial wellness, One-on-on consulting, Retirement Plan Consultants

One-on-one consultations play a critical role in retirement readiness because they allow advisors to address each employee’s unique financial situation, goals, and concerns. As employees...

How Advisor Engagement Drives Higher Retirement Plan Participation

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, benefit education, collaboration, Communication, DC plans, education, Employee Benefits, Employee happiness, Employee training, Fiduciary, Financial Wellness, participation, Plan Participation, Retirement Readiness, virtual learning, Virtual Meeting

Working with a retirement plan advisor to increase participation is one of the most effective ways to strengthen an organization’s benefits strategy and improve long-term...

Most Employers Now Offer or Plan to Offer Emergency Savings Accounts

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, benefit education, Communication, DC plans, education, Emergency Savings, Employee Benefits, Employee feedback, Employee happiness, Employee training, Fiduciary, Financial Literacy, financial stress management, financial uncertainty, Financial Wellness, financial wellness programs, retirement income, Retirement Readiness

Many American workers are living paycheck to paycheck, unable to cover even a modest unexpected expense. This financial fragility is prompting more employers to add...

Free Tools Plan Sponsors Can Use to Vet Prospective Retirement Plan Advisors

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Client connection, DC Plan Sponsors, DC plans, Digital Tools, Employee happiness, Fiduciary, Fiduciary, Financial Advice, Financial Advisors, Financial Advisors, Financial Wellness, Improving Outcomes, Professional Retirement Plan Fiduciary Services, Record Keepers, Regs and Regulators, Retirement Plan Advisor, Retirement Plan Fiduciary, Retirement Readiness

Choosing the right financial advisor for your retirement plan is one of the most important decisions you’ll make as a plan sponsor. It’s also a...

The 3(21) vs. 3(38) Debate: Why Delegation Doesn’t Mean You’re Off the Hook

By Fred Barstein / 3(16) Plan Administrator, 401(k) advisor trust, 401(k) Managed Accounts, 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Client connection, collaboration, Communication, DC Plan Sponsors, Distribution, Documents & testing, DOL, DOL Guidance, Fiduciary Liability, Financial Advisors, Financial Stress, investment, investment comittee, Retirement Committee, Retirement Plan Advisor Due Diligence

The promise sounds appealing: hire a fiduciary advisor, hand over investment decisions, and sleep better at night knowing someone else is handling the heavy lifting. ...

The Power of Clarity: Why Great Advisors Master Simple Communication

By Fred Barstein / 401(k) advisor trust, 401k Advisor, Adaptability, Client connection, collaboration, Communication, DC Plan Sponsors, Fiduciary, Financial Advice, financial stress management, Financial Wellness, Specialist vs. Generalist

Clear, simple communication is one of the most powerful skills a retirement plan advisor can have. In a world overflowing with emails, texts, and updates,...

Plan Sponsor Finds New Value Through Advisor Review

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Benefits integration, Communication, DC plans, Due Diligence, Fiduciary, Financial Wellness, Retirement Readiness, rpaDD

Regularly reviewing your retirement plan advisor is one of the smartest moves a plan sponsor can make. It ensures the person guiding your plan is...

Why the 401(k) Industry Must Adapt to Phased Retirement

Most Employers Now Offer or Plan to Offer Emergency Savings Accounts

The Power of Clarity: Why Great Advisors Master Simple Communication

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