Falling 401(k) Fees Are Only Half the Story
401(k) fees are continuing to fall—and that’s a good thing. Increased competition, better pricing structures, and the rise of low-cost investment options are all helping...
Authenticity
The Illusion of 401(k)s — And What Comes Next
Defined contribution plans like 401(k)s and 403(b)s may appear to be fixed retirement vehicles, but in reality they are constantly shifting collections of individual accounts. ...
Creativity Drives Clarity in Advisor–Plan Sponsor Relationships
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...
Financial Wellness is a Must-Have for Reducing Stress, Improving Retention
Employee financial stress is pushing more companies to rethink their benefits strategy. And for good reason—nearly two-thirds of employers faced turnover rates of 10% or...
RPA Broker/Dealer Roundtable: Convergence and Plan Growth Take Center Stage
The largest and most oversubscribed RPA Broker/Dealer Roundtable to date took place at Broadridge’s New York City offices just ahead of the WealthManagement.com Industry Awards. ...
The Key to Standing Out as a Retirement Plan Advisor? Be Yourself.
The retirement plan advisor space has long been filled with technical jargon and a narrow focus on the mechanics of 401(k) plans. But as fees...
Why Authenticity is the New Advantage for Retirement Plan Advisors
Authenticity and self-awareness are becoming critical differentiators for retirement plan advisors (RPAs) in an industry that often leans heavily on technical knowledge, acronyms, and compliance...
401k Real Chat: Fred Barstein & Lauren Loehning
In a recent episode of 401k Real Chat, Fred Barstein, CEO of TPSU, TRAU, and 401kTV, sat down with Lauren Loehning, co-founder of Moniwell and...
Financial Wellness Across Generations: Meeting Diverse Needs
When a Gen Z employee and a Baby Boomer face financial stress, they experience it entirely differently—and their approaches to solving it differ just as...
Is Your Retirement Plan Advisor Fulfilling Their Fiduciary Function?
Investment oversight is one of your most critical responsibilities as a plan sponsor. But how do you know if your retirement plan investment advisor is...
