benefit education Archives - Page 12 of 15 - 401k Plan Optimization, Compliance, Investment & Partners

The Four Stages of Competency Development for Plan Sponsors

By Fred Barstein / 401k News, benefit education, Communication, Confidence, DC Plan Sponsors, education, Fiduciary, Financial Advisors, Financial Literacy, Financial Security, Financial Wellness, Retirement Readiness

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Plan Sponsor, Jyotsna– HR Manager Plan sponsors, the backbone of the retirement planning landscape, undergo a transformative journey...

Empowering Retirement Planning: Family Involvement & Innovation

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, DC plans, Education, Employee Benefits, Employee engagement, Employee happiness, Employer Contribution, Family involvement, Fiduciary, Financial Literacy, financial stress management, financial wellness, Health & Wellness, Healthcare & other benefits, investment, participation, Retirement Income, Retirement planning, Retirement Readiness

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Plan Sponsor, Ellis – HR Manager If you are facing challenges in encouraging employees to enroll in the...

Women & Men Think Differently About Money, Jobs, & the Economy

By Fred Barstein / Behavioral Finance, benefit education, Communication, Confidence, Economy, Emergency Savings, financial insecurity, financial stress, Financial Stress, financial stress management, financial uncertainty, Financial Wellness, Health & Wellness, Retirement Readiness, Retirement Savings Concern

Financial Literacy and Financial Wellness Are Two Different Things

It’s no secret – men and women think differently, and that includes their sentiments about their finances, jobs, and the economy. A recent survey from...

Prudent Experts: Managing Retirement Plans as Plan Sponsors

By Fred Barstein / 401k News, benefit education, Communication, DC Plan Sponsors, DC plans, education, Fiduciary, Financial Advisors, Prudent Expert, Retirement Advisor Specialist, Retirement Readiness, Retirement Savings Concern

James Vanke, Managing Director – Pensionmark Plan sponsors shoulder a critical fiduciary responsibility as prudent experts in managing retirement plans. This role necessitates informed decision-making...

Innovative Benefits for Working Parents to Prevent Retirement Regrets

By Fred Barstein / Adaptability, adult learning, benefit education, benefits committee, Benefits integration, Communication, Compensation, Confidence, Convergence, debt relief, Emergency Savings, Employee happiness, Fiduciary, financial stress, financial stress management, Financial Wellness, Health & Wellness, healthcare, Inclusion, Retirement Plan Committee

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

By Fred Barstein / 401k News, Adaptability, Authenticity, Benchmarking Fees, benefit education, Client connection, Communication, Compensation, competition, Compliance, Creative approach, DC plans, Employee happiness, Fiduciary, Financial Advisors, Financial Wellness

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...

Several SECURE 2.0 Provisions Taking Effect

By Fred Barstein / benefit education, benefits committee, Communication, Compensation, DC plans, Employee engagement, erisa, Fiduciary, Insurance, Managed Accounts, participation, SECURE 2.0, Student Loan Debt

The SECURE 2.0 Act is making headlines, as several provisions take effect as of this year. Passed in 2022, SECURE 2.0 is designed to improve...

Embrace Flexibility in Your Retirement Committee Selection

By Fred Barstein / benefit education, benefits committee, Committees, Communication, Compensation, Creative approach, DC Plan Sponsors, diversity, Diversity equity inclusion, Employee engagement, Employee training, Fiduciary, Financial Wellness, HR, Ideal Plan, Improving Outcomes, Retirement Plan Committee

Fred Barstein with Adjunct Lecturer, Rick Unser – Financial Advisor, Creative Planning When forming a retirement committee, embracing creative thinking can yield substantial benefits. A...

Navigating the Rise of Pooled Employer Plans in 2024

By Fred Barstein / 401k News, benefit education, benefits committee, Communication, Employee engagement, Employee training, Fiduciary, Fiduciary, Legislation, Multiple Employer Plans, PEPs, Plan design, Plan Participation

In 2024, Pooled Employer Plans (PEPs) stand as a transformative force in retirement planning, strategically addressing the challenges posed by the proliferation of small retirement...

Advisors Key to Employee Financial Well-being

By Fred Barstein / 401k News, benefit education, Communication, Confidence, DC Plan Sponsors, Employee happiness, Employee training, Fiduciary, Financial Advisors, Financial Security, Financial Wellness

Fred Barstein with Adjunct Lecturer, Brian Thompson Financial advisors play a crucial role in offering employees’ access to personalized financial advice, covering investments, financial planning,...