401k Advisor Archives - Page 2 of 3 - 401k Plan Optimization, Compliance, Investment & Partners

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...

Preparing Employees for Retirement: What Plan Sponsors Should Do Now

By Fred Barstein / 401(k) Plan Management, 401k Advisor, benefit education, DC Plan Sponsors, education, Employee engagement, Employee happiness, Employee training, Fiduciary, financial literacy, financial stress management, Financial Wellness, participation, Retirement Plan Advisor, Retirement Readiness

When a company has a growing segment of employees approaching retirement age, it should proactively shift from simply “offering” a retirement plan to actively supporting...

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...

Top 10 401(k) Stories in 2025

By Fred Barstein / 401(k) Plan Management, 401k Advisor, AI for Retirement, benefit education, Benefits integration, Change, Client connection, Convergence, DC plans, Emergency Savings, Employee engagement, evolving and adapting, Fiduciary, financial stress management, Financial Wellness, Investments, Latest News, Latest Stories

The retirement industry saw significant transformation in 2025, with several major themes shaping how employers, advisors, record keepers, and participants navigate the 401(k) landscape. The...

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...

Why Fiduciary Confusion Still Plagues Plan Sponsors

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, 401k Advisor, Communication, DC Plan Sponsors, erisa, Fiduciary, Fiduciary, Fiduciary Training, Financial Wellness, Plan design, Retirement Plan Fiduciary, Retirement Readiness

Despite the rapid evolution of the retirement industry, one challenge continues to surface among plan sponsors nationwide: persistent confusion surrounding fiduciary roles. Even though more...

Why Many Small 401(k) Plans Still Resist Auto Features — and How Advisors Can Help

By Fred Barstein / 401(k) Plan Management, 401k Advisor, AI, auto enroll, auto escalate, Auto Portability, auto re-enroll, Communication, DC Plan Sponsors, DC plans, Digital Tools, Employee feedback, fee compression, fees, Fiduciary, Financial Advisors, Financial Wellness, Hybrid Advisors, Investments, Retirement Advisor Specialist, retirement income, small plans

Despite growing awareness of the benefits of automatic features like auto-enrollment and auto-escalation, many smaller 401(k) and 403(b) plans still trail larger ones in adopting...

A Decade of Impact: Todd Barden and TPSU at Marquette University

By Fred Barstein / 401k Advisor, 401k plan, benefit education, Client connection, collaboration, Communication, Communication, DC Plan Sponsors, education, Fiduciary, financial wellness, Hybrid Advisors, Ideal Plan, Managed Accounts, Retirement Advisor Specialist, Retirement Advisory, Retirement Readiness, TPSU Adjunct Lecturer

At the end of a recent Fiduciary Education Program held on the campus of Marquette University, Fred Barstein, CEO and Founder of The Plan Sponsor...

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,...

Top 10 401(k) Stories in 2025

The Power of Clarity: Why Great Advisors Master Simple Communication

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