Auto Portability Archives - 401k Plan Optimization, Compliance, Investment & Partners

Auto Portability: A Potential Game-Changer for Retirement Savings in America

By Fred Barstein / 401k News, Auto Portability, Benefits integration, Consolidation, Convergence, diversity, Diversity equity inclusion, Employee engagement, Financial Wellness, investment, onboarding, participation, Savings Rates

Auto portability is a powerful innovation that’s addressing one of the most persistent challenges in the retirement industry: lost and forgotten 401(k) accounts. Auto portability...

Is a PEO the Right Fit for Your Small Business?

By Fred Barstein / 401k News, Adaptability, auto enroll, auto escalate, Auto Portability, benefit education, benefits committee, Benefits integration, collaboration, Communication, Compliance, DC plans, Financial Wellness, Health & Wellness, healthcare, Healthcare & other benefits, HR, PEO, Record Keepers, Retirement Committee

Is a PEO the Right Fit for Your Small Business? For small businesses, managing employee benefits and retirement plans is a critical but challenging responsibility. ...

Transforming 401(k) Plans Through AI

By Fred Barstein / 401k News, AI, artificial intelligence, auto enroll, Auto Portability, automation, Benchmarking & Monitoring Fees & Partners, benefit education, Client connection, Communication, Consolidation, DC Plan Sponsors, Digital Tools, Economy, ESG, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, innovation, Managed Accounts, Regs and Regulators, Robo Advisor Technology, Selecting & Monitoring

Artificial intelligence (AI) could transform the 401(k) industry in a way similar to the impact behavioral finance has had on retirement planning. While the industry...

Annual Benchmarking Is a Must for Plan Sponsors

By Fred Barstein / 401k News, auto enroll, auto escalate, Auto Portability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Benchmarking Funds, Benefits integration, Communication, Compensation, Compliance, Consolidation, Convergence, cybersecurity, DC Plan Sponsors, Documents & testing, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, investment, Recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees

Evolving regulations mean plan sponsors continue to face increasing scrutiny when it comes to their fiduciary responsibilities. A recent analysis of 50,000 retirement plans in...

The Importance of Holistic Financial Wellness

By Fred Barstein / 401k News, auto escalate, Auto Portability, auto re-enroll, benefit education, Client connection, Communication, Creative approach, DC Plan Sponsors, Digital Design, Digital Tools, Economy, Employee Benefits, Financial Wellness, financial wellness programs, Legislation

Fred Barstein CEO & Founder 401kTV with David Lum, Managing Director, SageView, Honolulu A holistic approach to financial wellness is crucial as it encompasses all...

Streamlining 401(k) Management: The Shift Towards Automation

By Fred Barstein / auto enroll, auto escalate, Auto Portability, auto re-enroll, automation, Benefits integration, Communication, Fiduciary, Plan Optimization, Recordkeeping

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Ernestine, Benefits Administrator In today’s fast-paced digital landscape, businesses are constantly seeking ways to enhance efficiency and streamline...

401(k) Plans Becoming More Accessible to Small Businesses

By Fred Barstein / 401k News, auto enroll, auto escalate, Auto Portability, DC Plan Sponsors, Documents & testing, DOL, Employee Benefits, Fiduciary, Financial Security, financial wellness, Ideal Plan, Improving Outcomes, SECURE 2.0, Secure Act Changes, Senior Management Engagement, small business

The retirement industry continues to evolve, creating additional opportunities for employers, especially small businesses, to help American workers create financial security for the future. Two...

Brookings: SECURE 2.0 Didn’t Go Far Enough

By Fred Barstein / 401k News, Adaptability, auto enroll, Auto Portability, benefits committee, Communication, Confidence, Consolidation, Convergence, DC Plan Sponsors, Diversity equity inclusion, Economy, Employee happiness, esg funds, Fiduciary, Fiduciary, recession, SECURE 2.0, Secure Act Changes

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...

Navigating Retirement Complexities through Education & Guidance

By Fred Barstein / 401k News, auto enroll, Auto Portability, benefit education, Communication, Cyber Security, Fiduciary, Financial Advisors

Fred Barstein with Plan Sponsor, Charlie – Director of People and Culture Employee education is crucial in helping individuals comprehend the complexities of retirement preparation...

Empowering Retirement Readiness: A Strategic Approach

By Fred Barstein / adult learning, auto enroll, Auto Portability, benefit education, Communication, Education, education, Employee engagement, Employee happiness, Employee training, Fiduciary, Financial Advisors, Financial Wellness, healthcare, Investment Managers, participation, Retirement Income

Fred Barstein with Plan Sponsor, Logan Taylor – HR Benefits Manager Ensuring employees are well-prepared for retirement requires more than routine training – it demands...