Adaptability Archives - Page 4 of 9 - 401k Plan Optimization, Compliance, Investment & Partners

Great Gray Acquires RPAG: What This Means for the RPA Industry

By Fred Barstein / 401k News, acquisition, Adaptability, Financial Advisors, Financial Wellness, Investment Managers, Partners, Retirement Plan Advisor, RPA Consolidation

Great Gray has acquired RPAG, a leading 401(k) practice management platform for retirement plan advisors. Despite the acquisition, RPAG will continue to operate under its...

New Auto Savings Features Could Help Address the Job Mobility Challenge

By Fred Barstein / 401k rollovers, Adaptability, auto enroll, auto escalate, Auto Portability, auto re-enroll, Changing dynamics, Company Contributions and Vesting, Consolidation, DC plans, Economy, Financial Wellness, Financial Wellness, investment, participation, Plan Participation, Regs and Regulators

The average employee changes jobs nine times throughout their career, creating a challenge for traditional 401(k) savers. A recent panel discussion hosted by the Brookings...

The Most Important Attribute of a Great Retirement Plan Advisor

By Fred Barstein / 401k News, Adaptability, adult learning, Authenticity, Client connection, Communication, education, Employee happiness, Fiduciary Training, financial literacy, Financial Wellness, Retirement Plan Advisor

The Most Important Attribute of a Great Retirement Plan Advisor A great retirement plan advisor (RPA) must navigate complex regulations, provide strategic investment guidance, and...

Why Purist 401(k) RPAs Face Growth Challenges

By Fred Barstein / Adaptability, adult learning, Authenticity, Client connection, collaboration, Communication, diversity, Financial Advisors, financial wellness, innovation, investment, Retirement Plan Advisor, Specialist vs. Generalist, specialized team

Independent 401(k) retirement plan advisors (RPAs) who focus only on retirement plans and avoid offering other services like financial planning or investment management are finding...

Preparing for the 401(k) Boom: How the Industry Must Adapt

By Fred Barstein / 6th Annual RPA Broker/Dealer Roundtable, Adaptability, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, collaboration, Communication, Convergence, Employee happiness, Fiduciary, innovation, PEPs, personal financial advice, product quality, Professional Retirement Plan Fiduciary Services, Regs and Regulators, Retirement Advisor Specialist, Retirement Advisory, Retirement Plan Advisor, Specialization, specialized team

A surge of new 401(k) plans is on the horizon, driven by state mandates, SECURE 2.0 tax credits, and the growth of group plans like...

Despite Their Popularity, Target Date Funds May Not Suit All Participants

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Committees, competition, DC plans, Early retirement, Fiduciary, financial literacy, Financial Wellness, investment, Investment Managers, Investments-research, product quality, Retirement Plan Advisor, specialized team, Target Date Funds

While target date funds (TDFs) continue to be among the most popular investment choices for 401(k) participants, mounting evidence suggests these default investment options may...

What Makes a Great Retirement Plan Advisor?

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, Authenticity, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Communication, Confidence, Early retirement, Employee happiness, Fiduciary, Financial Advice, Financial Advisors, financial wellness, generational gap in retirement planning, HR, Plan design, product quality, Retirement Advisory, Retirement Plan Advisor, specialized team

What Makes a Great Retirement Plan Advisor? A great retirement plan advisor combines expertise, strong communication skills, and a true dedication to client success. They...

The Evolving Retirement Industry: What Advisors Need to Know

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Convergence & Advisor M&A, DC Plan Sponsors, Early retirement, evolving and adapting, fee compression, fee lawsuits, Fiduciary, Fiduciary Training, generational gap in retirement planning, HR, incentivizing financial meetings, Legislation, product quality, Professional Retirement Plan Fiduciary Services, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, RPA Aggregator Roundtable, Specialization

The Evolving Retirement Industry: What Advisors Need to Know The retirement industry has evolved dramatically over the past decade, bringing new challenges and opportunities for...

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...

Financial Inclusion Is an Opportunity for Employers to Support Financial Security

By Fred Barstein / 401k News, Adaptability, auto re-enroll, benefit education, benefits committee, Client connection, diversity, Emergency Savings, Financial Wellness, Financial Wellness, Inclusion, Retirement Savings Concern

Financial inclusion is about ensuring all individuals have access to essential financial tools and services that enable them to build financial stability and well-being. For...