benefits committee Archives - 401k Plan Optimization, Compliance, Investment & Partners

The 3(21) vs. 3(38) Debate: Why Delegation Doesn’t Mean You’re Off the Hook

By Fred Barstein / 3(16) Plan Administrator, 401(k) advisor trust, 401(k) Managed Accounts, 401(k) Plan Management, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Client connection, collaboration, Communication, DC Plan Sponsors, Distribution, Documents & testing, DOL, DOL Guidance, Fiduciary Liability, Financial Advisors, Financial Stress, investment, investment comittee, Retirement Committee, Retirement Plan Advisor Due Diligence

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. ...

Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

By Fred Barstein / 401(k) Managed Accounts, 401(k) Plan Management, benefits committee, Benefits integration, collaboration, DC Plan Sponsors, DC plans, Economy, Employee Benefits, Fiduciary, financial stress management, Financial Wellness, Financial Wellness, Gen Z, Health & Wellness, Micro-Retirements

Young workers aren’t waiting decades to take a break anymore. A growing number of Gen Z and millennial employees are planning what’s being called a...

Why Plan Sponsors Should Hire a Specialist CPA for Benefit Plan Audits

By Fred Barstein / Audit, benefit education, benefits committee, Benefits integration, Communication, Confidence, Financial Wellness, Specialist CPA

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...

From Auto-Enroll to Outcomes: The Power of Day-One Guidance

By Fred Barstein / 401(k) Plan Management, auto enroll, auto escalate, Auto Portability, automation, benefit education, benefits committee, Benefits integration, boosting 401(k) contributions, Communication, DC Plan Sponsors, Employee Benefits, Employee engagement, Employee feedback, Employee happiness, Employee training, Fiduciary, Financial Wellness, payroll integration, Plan design, Plan Participation, Retirement Readiness

In a world where auto-enroll is table stakes, real outcomes still hinge on intentional onboarding and a documented process. That means giving new hires clear...

Building Culture Through Benefits

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Benefits integration, Communication, Creative approach, Creative Planning, Fiduciary, financial wellness, Healthcare & other benefits, HR, participation

In a recent 401kTV interview filmed at North Carolina State University in Raleigh, TPSU Founder and CEO Fred Barstein spoke with Shahzeel, an HR professional...

When Employees Leave: Getting Termination Benefits Right

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Changing dynamics, COBRA, Communication, Compliance, DC plans, employee termination, financial wellness, Health & Wellness, Healthcare & other benefits, Lifestyle Benefits

Employee departures set off a complicated chain reaction affecting wages, equity, retirement benefits, and health coverage. Whether you’re dealing with a routine layoff, a negotiated...

By Fred Barstein / 401k News, Adaptability, benefit education, benefits committee, CEO Engagement, Client connection, collaboration, Committees, DC Plan Sponsors, Employee engagement, financial wellness, HR, incentivizing financial meetings, Retirement Committee, specialized team

When building a retirement plan committee, it’s important to include a diverse mix of people from across the organization—not just leaders or finance professionals. While...

Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent

Empowering Employees Through Clear Benefits Communication

Cerulli: Closing the Retirement Guidance Gap Is Key to Better Outcomes

Who Belongs on Your Retirement Committee?

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