401(k) Plan Management Archives - Page 4 of 7 - 401k Plan Optimization, Compliance, Investment & Partners

Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, benefits committee, Benefits integration, collaboration, DC Plan Sponsors, DC plans, Economy, Employee Benefits, Fiduciary, financial stress management, Financial Wellness, Financial Wellness, Gen Z, Health & Wellness, Micro-Retirements

Young workers aren’t waiting decades to take a break anymore. A growing number of Gen Z and millennial employees are planning what’s being called a...

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...

Six Common Myths That Increase Plan Sponsors’ Fiduciary Liability

By Fred Barstein / 401(k) Plan Management, Communication, DC Plan Sponsors, Employee Benefits, erisa, fee lawsuits, Fiduciary, Fiduciary Liability, Financial Advice, Financial Advisors, Financial Literacy, Financial Stress, Financial Wellness, Regs and Regulators

Fiduciary lawsuits continue to make headlines, but many plan sponsors don’t realize they’re operating under dangerous misconceptions about their responsibilities. In a recent article, Carol...

Why Plan Sponsors Play a Critical Role in Retirement Readiness

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Changing dynamics, collaboration, Communication, DC Plan Sponsors, Employee engagement, Employee happiness, Fiduciary, Financial Wellness, Ideal Plan, Improving Outcomes, Retirement Committee, Retirement Readiness

Improving employee retirement readiness begins with helping workers make informed financial decisions today. When employees understand how their choices around saving, debt, and spending impact...

When Employees Pause Retirement Savings: Time for Plan Sponsors to Get Involved

By Fred Barstein / 401(k) Plan Management, auto enroll, benefit education, Benefits integration, Communication, Company Contributions and Vesting, Compensation, Compensation, DC Plan Sponsors, Emergency Savings, Employee engagement, Employer Contribution, Fiduciary, Financial Literacy, financial stress management, Financial Wellness, Health & Wellness, Investments, Retirement Readiness, Retirement Savings Concern

Nearly 70% of employees are stressed about their finances and living paycheck to paycheck, according to PNC data cited in a recent Employee Benefit News...

From Auto-Enroll to Outcomes: The Power of Day-One Guidance

By Fred Barstein / 401(k) Plan Management, auto enroll, auto escalate, Auto Portability, automation, benefit education, benefits committee, Benefits integration, boosting 401(k) contributions, Communication, DC Plan Sponsors, Employee Benefits, Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary, Financial Wellness, payroll integration, Plan design, Plan Participation, Retirement Readiness

In a world where auto-enroll is table stakes, real outcomes still hinge on intentional onboarding and a documented process. That means giving new hires clear...

Supreme Court Decision Lowers the Bar for ERISA Lawsuits Against Plan Sponsors

By Fred Barstein / 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Communication, DOL, DOL Guidance, erisa, ERISA Advisory Council, fee compression, fee lawsuits, fee transparency, Fiduciary, Fiduciary, investment, Managed Accounts, provider due diligence, Record Keepers, Recordkeeping, Retirement Plan Advisor Due Diligence, Retirement Plan Fees

A recent Supreme Court decision has changed the legal landscape for plan sponsors, making it easier for plaintiffs to file lawsuits over how plans do...

Building Culture Through Benefits

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Benefits integration, Communication, Creative approach, Creative Planning, Fiduciary, financial wellness, Healthcare & other benefits, HR, participation

In a recent 401kTV interview filmed at North Carolina State University in Raleigh, TPSU Founder and CEO Fred Barstein spoke with Shahzeel, an HR professional...

Are Managed Accounts the Future of 401(k) Defaults?

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, 401k News, Alternative Investing, benefit education, DC Plan Sponsors, DC plans, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, Ideal Plan, Improving Outcomes, investment comittee, Investment Managers, Investments, managed accounts, Mutual Fund Fees, Plan Conversion, Plan design, Regs and Regulators, Research, Target Date Fund, Target Date Funds

As retirement plans evolve, so do the default investment options offered to participants. Target date funds still dominate the market, but attention is shifting toward...

When Employees Leave: Getting Termination Benefits Right

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Changing dynamics, COBRA, Communication, Compliance, DC plans, employee termination, financial wellness, Health & Wellness, Healthcare & other benefits, Lifestyle Benefits

Employee departures set off a complicated chain reaction affecting wages, equity, retirement benefits, and health coverage. Whether you’re dealing with a routine layoff, a negotiated...

Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

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