acquisition Archives - 401k Plan Optimization, Compliance, Investment & Partners

Navigating Employee Benefits & Retirement Plans During Acquisitions

By Fred Barstein / 401k News, acquisition, Adaptability, benefit education, benefits committee, Benefits integration, collaboration, DC Plan Sponsors, DC plans, Employee Benefits, Employee engagement, Employee happiness, Fiduciary, Financial Stress, Financial Wellness, investment comittee, Plan Conversion, Plan Optimization, War for Talent

Navigating Employee Benefits & Retirement Plans During Acquisitions Expanding through acquisitions allows companies to scale quickly, but it also brings significant challenges, particularly in managing...

The Evolving Relationship Between Advisors and Record Keepers: A Conversation with Mike Shamburger of T. Rowe Price

By Fred Barstein / 401k News, 401k RealChat, acquisition, Adaptability, Benchmarking Fees, Changing dynamics, Changing Recordkeepers, Communication, Consolidation, Convergence, DC plans, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, Record Keepers, Recordkeeping, Retirement Advisory

In a recent episode of 401(k) Real Chat, Fred Barstein, CEO of TRAU, TPSU, and 401KTV, interviewed Mike Shamburger, Head of Core Markets and...

Words Make All the Difference in Improving Participation and Outcomes

By Fred Barstein / 401k News, acquisition, adult learning, Authenticity, benefit education, Client connection, Communication, Communication, Creative approach, DC Plan Sponsors, Economy, education, Employee Benefits, Employee engagement, Employee training, Fiduciary, Financial Advice, Financial Advisors, financial literacy, Financial Wellness, personal financial advice, Private Wealth & Retirement Planning, Retirement Happiness, small plans

Canadian philosopher and media theorist Marshall McLuhan is famous for coining the phrase, “The medium is the message.” His iconic observation suggested that the form...

Voya’s Acquisition of OneAmerica: What Advisors Need to Know

By Fred Barstein / 401k News, acquisition, Benchmarking & Monitoring Fees & Partners, Change, Compensation, Convergence, Convergence & Advisor M&A, cybersecurity, DC Plan Sponsors, Fiduciary, Financial Wellness, investment, Plan Acquisition

Voya’s recent acquisition of OneAmerica’s retirement division is noteworthy, particularly due to the significantly lower price compared to previous industry acquisitions. This deal highlights the...

Aligning Retention Strategies with Talent Needs

By Fred Barstein / acquisition, Adaptability, auto enroll, benefit education, benefits committee, Communication, Economy, Employee happiness, Financial Wellness, Job growth, Recruiting and Retaining Talent, Vesting

Aligning Retention Strategies with Talent Needs In this highly competitive labor market, it’s crucial that employers implement strategies that not only focus on retaining talent...

Navigating Retirement Planning’s Evolution: Franklin Templeton’s Vision

By Fred Barstein / acquisition, Adaptability, Communication, competition, Convergence, DC plans, Economy, Fiduciary

Franklin Templeton’s strategic approach to the defined contribution space involves adeptly leveraging existing relationships and adapting to the evolving landscape of retirement planning. Following the...

Retirement Planning: Creative Planning’s Impact and RIA Influence

By Fred Barstein / 401k News, acquisition, benefits committee, Fiduciary, Financial Advisors, RIA

Creative Planning’s acquisition of Lockton’s retirement division in late 2021 made significant waves in the retirement plan advisor industry. Creative Planning’s robust wealth capabilities, coupled...

Retaining Retirement Plan Assets Requires Employers to Take a Holistic Approach

By Fred Barstein / 401k News, acquisition, education, Employee Benefits, Employer Contribution, employer match, Fiduciary, Fiduciary, financial literacy, Financial Literacy, Financial Wellness, Investments, IRA Roll overs and Roll ins, Managed Accounts, Plan Acquisition, Plan Conversion, Plan Participation, Secure Act Changes, Student Loan Debt

As an employer, one of your responsibilities is ensuring the financial well-being of your employees, both during their active working years and into retirement. In...

Navigating the Challenges of Record Keeper Acquisition

By Steff Chalk / 3(16) Plan Administrator, acquisition, benefits committee, Digital Tools, Fiduciary, Financial Advisors, Plan Acquisition, Recordkeeping, Retirement Committee, Retirement Plan Fiduciary

Navigating the Challenges of Record Keeper Acquisition Transitional periods often come with difficulties and the transitional period when acquiring a new record keeper can similarly...

Selling an Advisor Practice Can be a Wonderful Step into Retirement

By Steff Chalk / acquisition, Benchmarking & Monitoring Fees & Partners, Compensation, Distribution, inflation

Selling an Advisor Practice is a transaction where setting strategy pays-off. Answering the question of “How much money can I make?” is not a true...