benefit education Archives - Page 2 of 16 - 401k Plan Optimization, Compliance, Investment & Partners

Balancing Fiduciary Responsibility & Employee Support in 401(k) Plans

By Fred Barstein / 401(k) Plan Management, benefit education, Client connection, Communication, DC Plan Sponsors, Employee engagement, Employee happiness, Fiduciary, Fiduciary Training, Financial Advisors, financial stress management, Financial Wellness

For many HR professionals, balancing employee support with fiduciary responsibility can feel like a constant tension. Chris, an HR Director for a growing company of...

Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans

By Fred Barstein / 401(k) Plan Management, 401k Advisor, auto enroll, auto escalate, auto re-enroll, benefit education, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, Employee engagement, Employee feedback, Employee training, Fiduciary, Financial Wellness, Financial Wellness, HR, Retirement Readiness, Retirement Savings Concern

For many companies, the work of managing a retirement plan feels complete once employees are enrolled. But Teresa believes that’s only the starting point. As...

Four Ways Your Benefits Broker Can Strengthen Your 401(k) Strategy

By Fred Barstein / 401k plan, auto enroll, Auto Portability, Benchmarking & Monitoring Fees & Partners, benefit education, Benefits Broker 401(k) Strategy, Benefits integration, collaboration, Communication, DC Plan Sponsors, Employee engagement, erisa, Fiduciary, Financial Wellness, Financial Wellness, HR, Plan design, Retirement planning

For many companies, the 401(k) is one of the most valued benefits they offer. It’s also one of the least optimized. Plans are often selected...

Employee Champions: Turning Peer Trust Into Powerful Benefits Engagement

By Fred Barstein / benefit education, Benefits integration, collaboration, Communication, DC Plan Sponsors, DC plans, education, Employee Benefits, employee champions, Employee engagement, Employee feedback, Financial Wellness, financial wellness, participation, Peer to peer learning, Retirement Happiness, specialized team

Have you ever heard the term employee champions? At first glance, it may sound like a buzzword, but in practice it describes a powerful internal...

Why Explaining the Match in Dollars Can Improve Plan Participation

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, benefit education, CEO Engagement, Communication, DC Plan Sponsors, DC plans, education, Employee engagement, Employee training, employer match, Fiduciary

Presenting the employer match in tangible, easy-to-understand language can significantly improve how employees perceive and value the benefit. When the match is expressed as a...

AI Tools Are Coming to Retirement Plans And Fiduciary Oversight Can’t Wait

By Fred Barstein / 401(k) Plan Management, AI, AI for Retirement, artificial intelligence, benefit education, Communication, cybersecurity, DC Plan Sponsors, Digital Tools, Employee engagement, Financial Advisors, Financial Wellness, Participant data, Plan design, virtual learning

Artificial intelligence is making its way into retirement plans, and plan fiduciaries can’t afford to sit on the sidelines. As recordkeepers and advisory firms roll...

Employees Feel Fine Day to Day—but Financial Stress Is Undermining Resilience

By Fred Barstein / benefit education, benefits committee, Client connection, Communication, Convergence, Employee Benefits, Employee engagement, Employee happiness, Employee Resilience, Fiduciary, financial behaviors, financial insecurity, financial stress management, Financial Wellness, Financial Wellness, managed financial stress, Plan design, Retirement Plan Committee, wellness assessment

Tired Businesswoman In The Office With Stack Of Papers Sbi 350593568

Most employees say they’re doing pretty well on a daily basis. But dig a little deeper, and the picture changes. A new national survey from...

The Power of One-on-One Consultation in Building Retirement Readiness

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, benefit education, Client connection, Communication, Convergence, DC plans, Employee engagement, Fiduciary, financial wellness, One-on-on consulting, Retirement Plan Consultants

One-on-one consultations play a critical role in retirement readiness because they allow advisors to address each employee’s unique financial situation, goals, and concerns. As employees...

Preparing Employees for Retirement: What Plan Sponsors Should Do Now

By Fred Barstein / 401(k) Plan Management, 401k Advisor, benefit education, DC Plan Sponsors, education, Employee engagement, Employee happiness, Employee training, Fiduciary, financial literacy, financial stress management, Financial Wellness, participation, Retirement Plan Advisor, Retirement Readiness

When a company has a growing segment of employees approaching retirement age, it should proactively shift from simply “offering” a retirement plan to actively supporting...

How Advisor Engagement Drives Higher Retirement Plan Participation

By Fred Barstein / 401(k) advisor trust, 401(k) Plan Management, 401k Advisor, Adaptability, benefit education, collaboration, Communication, DC plans, education, Employee Benefits, Employee happiness, Employee training, Fiduciary, Financial Wellness, participation, Plan Participation, Retirement Readiness, virtual learning, Virtual Meeting

Working with a retirement plan advisor to increase participation is one of the most effective ways to strengthen an organization’s benefits strategy and improve long-term...

Balancing Fiduciary Responsibility & Employee Support in 401(k) Plans

Why HR Can’t Stop at Enrollment When It Comes to Retirement Plans

Employees Feel Fine Day to Day—but Financial Stress Is Undermining Resilience

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