Embracing Change: The Evolution of the Retirement Industry
Fred Barstein, CEO/Founder of TPSU|TRAU|401ktv with Brian Thompson, Founder & President, RockWay Wealth Partners In the retirement industry, change is a powerful force reshaping the...
Adaptability
The Urgent Call for Innovation in the 401(k) Industry
The 401(k) industry is in a crucial phase, driven by various factors that demand innovation. Traditional retirement options like 401(k)s often don’t keep up with...
The Power of Collaborative Partnerships in Retirement Planning
Fred Barstein, CEO & Founder, TPSU/TRAU/40ktv with Teresa, HR Admin In the realm of retirement planning, effective communication serves as the cornerstone for building robust...
Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too
Retirement plan recordkeepers have undergone tremendous change in recent years, driven by consolidation and a race to innovate and scale. According to Mike Webb CAPTRUST...
Managing Conflicts in Retirement Planning: Prioritizing Transparency
Navigating the complex world of retirement planning often involves grappling with conflicts of interest. Consider the scenario faced by senior managers of a publicly traded...
Innovative Benefits for Working Parents to Prevent Retirement Regrets
The majority of current retirees have regrets about their retirement savings. Specifically, 86% wishes they had saved more for their post-working years, according to a...
Evolving Expectations: The New Era for 401(k) Plan Advisors
As the dynamics of 401(k) plan management grow increasingly complex, plan sponsors are intensifying their demands for more competent and transparent advisors. This trend, illuminated...
Brookings: SECURE 2.0 Didn’t Go Far Enough
It’s been one year since the landmark SECURE 2.0 Act was passed into law. What’s changed, and what still needs to improve to shore up...
The Evolving Landscape of the 401(k) Ecosystem
The 401(k) ecosystem is undergoing significant change, driven by small-to-mid-size plan sponsors recognizing the potential of defined contribution plans. As small plans grow and mega...
Thriving Amidst Industry Shifts: The Imperative of Adaptation & Innovation
Adaptation, innovation, and prioritizing personalized, high-value services are crucial for businesses to thrive amidst industry shifts and foster long-term success. The ongoing debate about the...
