Why Employee Education Requires More Than One Method
Employee education requires more than one method because no single approach can effectively reach an entire workforce. Employees have different schedules, learning styles, comfort levels,...
benefit education
Top 10 401(k) Stories in 2025
The retirement industry saw significant transformation in 2025, with several major themes shaping how employers, advisors, record keepers, and participants navigate the 401(k) landscape. The...
Most Employers Now Offer or Plan to Offer Emergency Savings Accounts
Many American workers are living paycheck to paycheck, unable to cover even a modest unexpected expense. This financial fragility is prompting more employers to add...
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...
Why Employee Communication Matters in Financial Literacy
Employee communication is essential for building financial literacy, especially around retirement benefits. Even the strongest 401(k) plan won’t have its intended impact if employees don’t...
The 3(21) vs. 3(38) Debate: Why Delegation Doesn’t Mean You’re Off the Hook
The promise sounds appealing: hire a fiduciary advisor, hand over investment decisions, and sleep better at night knowing someone else is handling the heavy lifting. ...
A Decade of Impact: Todd Barden and TPSU at Marquette University
At the end of a recent Fiduciary Education Program held on the campus of Marquette University, Fred Barstein, CEO and Founder of The Plan Sponsor...
Why Plan Sponsors Should Hire a Specialist CPA for Benefit Plan Audits
If you haven’t considered using a specialist CPA, it may be time to reconsider. Plan sponsors should prioritize working with specialists because employee benefit plan...
Middle-Class Retirement Gaps Show Where Sponsors and Advisors Can Step In
The retirement outlook for America’s middle class isn’t pretty. New research from the Transamerica Center for Retirement Studies, cited in InvestmentNews, paints a picture of...
Why Plan Sponsors Play a Critical Role in Retirement Readiness
Improving employee retirement readiness begins with helping workers make informed financial decisions today. When employees understand how their choices around saving, debt, and spending impact...
