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

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...

Empowering Employees Through Clear Benefits Communication

By Fred Barstein / 401(k) Plan Management, benefit education, benefits committee, Client connection, Communication, Employee engagement, Employee training, financial stress management, Financial Wellness, HR

Clear, consistent communication around employee benefits is essential—especially when it comes to understanding changes, updates, and cost considerations. Without it, employees are often left guessing...

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

By Fred Barstein / 401k plan, benefit education, benefits committee, Client connection, Confidence, DC Plan Sponsors, Employee engagement, Fiduciary, Financial Wellness, Improving Outcomes, Recordkeeping, Regs and Regulators

Employees are hungry for retirement guidance, but many don’t know where to turn for help. This disconnect between need and access has created a significant...

Fiduciary Training Is a Non-Negotiable For Retirement Plan Committee Members

By Fred Barstein / 401(k) Plan Management, benefits committee, Committees, Compliance, DOL, erisa, fee lawsuits, lawsuits, litigation, retirement committee education, Retirement Plan Committee

Serving on a retirement plan committee comes with significant legal responsibilities that many fiduciaries don’t fully grasp until it’s too late. Under ERISA, committee members...

Who Belongs on Your Retirement Committee?

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...

Who Should Help 401(k) Participants: Advisors or Record Keepers?

By Fred Barstein / 401k plan, AI, benefit education, benefits committee, Changing Recordkeepers, collaboration, Communication, competition, DC Plan Sponsors, education, Employee Benefits, Financial Advice, Financial Advisors, Financial Wellness, Private Wealth & Retirement Planning, Professional Retirement Plan Fiduciary Services, Retirement Plan Advisor

As the retirement industry shifts focus from just saving to helping people use their 401(k) money wisely, a big question has come up:Who’s best suited...

Key Questions 401(k) Plan Sponsors Often Overlook

By Fred Barstein / 401k News, 401k plan, AI, benefits committee, DC Plan Sponsors, education, Employee Benefits, Fiduciary, Financial Wellness, Plan design, Retirement plan management, Target Date Funds

In a recent Fiduciary News article, Christopher Carosa, CTFA spotlighted several critical questions that 401(k) plan sponsors frequently neglect to ask, even though they have...

Empowering Employees Through Clear Benefits Communication

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

Who Belongs on Your Retirement Committee?

Who Should Help 401(k) Participants: Advisors or Record Keepers?

Key Questions 401(k) Plan Sponsors Often Overlook

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