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...
Benefits integration
Micro-Retirements Could Be Your Best Bet for Keeping Gen Z Talent
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...
Plan Sponsor Finds New Value Through Advisor Review
Regularly reviewing your retirement plan advisor is one of the smartest moves a plan sponsor can make. It ensures the person guiding your plan is...
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...
When Employees Pause Retirement Savings: Time for Plan Sponsors to Get Involved
Nearly 70% of employees are stressed about their finances and living paycheck to paycheck, according to PNC data cited in a recent Employee Benefit News...
From Auto-Enroll to Outcomes: The Power of Day-One Guidance
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
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...
Is the 401(k) Industry Re-Bundling?
After decades of unbundling recordkeeping, advisory, and investment services, the 401(k) industry appears to be moving back toward re-bundling as consolidation and wealth-retirement convergence accelerate. ...
401k Real Chat: Jamie Greenleaf on Healthcare Fiduciary Risk
In this episode of 401k Real Chat, Fred Barstein spoke with Jamie Greenleaf, co-founder of Fiduciary In A Box and longtime industry veteran, to talk...
Empowering Plan Sponsors to Modernize Retirement Plans
Modernizing a 401(k) plan by adopting features like automatic enrollment, auto-escalation, and financial wellness tools can feel daunting for many plan sponsors, who often fear...
