Benefits integration Archives - Page 4 of 5 - 401k Plan Optimization, Compliance, Investment & Partners

Transforming 401(k) Plans Through AI

By Fred Barstein / 401k News, AI, artificial intelligence, auto enroll, Auto Portability, automation, Benchmarking & Monitoring Fees & Partners, benefit education, Client connection, Communication, Consolidation, DC Plan Sponsors, Digital Tools, Economy, ESG, Fiduciary, Financial Advisors, financial literacy, Financial Wellness, innovation, Managed Accounts, Regs and Regulators, Robo Advisor Technology, Selecting & Monitoring

Artificial intelligence (AI) could transform the 401(k) industry in a way similar to the impact behavioral finance has had on retirement planning. While the industry...

Annual Benchmarking Is a Must for Plan Sponsors

By Fred Barstein / 401k News, auto enroll, auto escalate, Auto Portability, Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Benchmarking Funds, Benefits integration, Communication, Compensation, Compliance, Consolidation, Convergence, cybersecurity, DC Plan Sponsors, Documents & testing, Due Diligence, Fiduciary, Fiduciary, Financial Advisors, Financial Wellness, investment, Recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Fees

Evolving regulations mean plan sponsors continue to face increasing scrutiny when it comes to their fiduciary responsibilities. A recent analysis of 50,000 retirement plans in...

The Importance of CEO Engagement in 401(k) Plan Management

By Fred Barstein / 401k News, Authenticity, auto enroll, auto escalate, benefit education, benefits committee, Benefits integration, CEO Engagement, collaboration, Communication, Confidence, Employee Benefits, Employer Contribution, Fiduciary, financial stress management, Financial Wellness, Retirement Plan Committee, Retirement Readiness

The Importance of CEO Engagement in 401(k) Plan Management In today’s corporate environment, the involvement of leadership in managing company benefits, especially 401(k) plans, is...

Plan Sponsors Under Pressure: Enhancing Retirement Benefits to Attract Top Talent

By Fred Barstein / Adaptability, Benchmarking & Monitoring Fees & Partners, benefit education, benefits committee, Benefits integration, Client connection, collaboration, Communication, competition, Confidence, Convergence, DC Plan Sponsors, Economy, education, Employee Benefits, Employee happiness, Fiduciary, Financial Wellness, financial wellness programs, Improving Outcomes, inflation concerns, Regs and Regulators, Retirement Readiness, Retirement Savings Concern

Plan Sponsors Under Pressure: Enhancing Retirement Benefits to Attract Top Talent As the retirement landscape evolves, plan sponsors are increasingly under pressure to enhance their...

Improved Retirement Confidence Starts with Clarity

By Fred Barstein / adult learning, Behavioral Finance, benefits committee, Benefits integration, Communication, Communication, Confidence, Digital Tools, DOL Guidance, Economy, Employee engagement, Employee happiness, Fiduciary, Financial Advisors, Financial Stress, financial stress management, Financial Wellness, Health & Wellness, inflation concerns, managed financial stress, Peer to peer learning, Retirement Happiness, Retirement Readiness, Retirement Savings Concern

New research from the Employee Benefit Research Institute (EBRI) shows Americans are cautiously confident about their retirement prospects. However, confidence comes from understanding, and many...

Key Role of Meeting Minutes in Retirement Plan Compliance & Audits

By Fred Barstein / 401k News, 401k rollovers, Audit, benefit education, benefits committee, Benefits integration, Committees, Communication, Compliance, Confidence, DC Plan Sponsors, Detailed Meeting Minutes, Employee feedback, Employee happiness, Employee training, Fiduciary, Financial Wellness, Legislation, Regs and Regulators, Retirement Plan Committee, Retirement Plan Fiduciary, Virtual Meeting

Key Role of Meeting Minutes in Retirement Plan Compliance & Audits Maintaining detailed minutes of committee meetings is essential for companies with retirement plans that...

Leveraging 401(k) Power for Competitive Recruitment

By Fred Barstein / 401k News, auto enroll, auto escalate, benefit education, benefits committee, Benefits integration, collaboration, Communication, DC Plan Sponsors, Diversity equity inclusion, Employee happiness, Employer Contribution, Fiduciary, Financial Wellness, Health & Wellness, hiring, Job growth, office environment, onboarding, participation, Plan Optimization, Recruiting and Retaining Talent, Vesting

Leveraging 401(k) Power for Competitive Recruitment In today’s fiercely competitive job market, companies need to differentiate themselves by offering more than just a competitive salary. ...

Strengthening Retirement Plans: The Role of Fiduciary Governance

By Fred Barstein / 401k News, automation, benefit education, benefits committee, Client connection, Distribution, Documents & testing, education, Fiduciary, Financial Advisors, Regs and Regulators, TRIPLE F ADVISOR

Fred Barstein, CEO & Founder with Kathleen Kelly, Adjunct Lecturer In a recent TPSU program session in North Carolina, Kathleen Kelly, a distinguished DC consultant,...

Innovative Benefits for Working Parents to Prevent Retirement Regrets

By Fred Barstein / Adaptability, adult learning, benefit education, benefits committee, Benefits integration, Communication, Compensation, Confidence, Convergence, debt relief, Emergency Savings, Employee happiness, Fiduciary, financial stress, financial stress management, Financial Wellness, Health & Wellness, healthcare, Inclusion, Retirement Plan Committee

The majority of current retirees have regrets about their retirement savings. Specifically, 86% wishes they had saved more for their post-working years, according to a...

Streamlining 401(k) Management: The Shift Towards Automation

By Fred Barstein / auto enroll, auto escalate, Auto Portability, auto re-enroll, automation, Benefits integration, Communication, Fiduciary, Plan Optimization, Recordkeeping

Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Ernestine, Benefits Administrator In today’s fast-paced digital landscape, businesses are constantly seeking ways to enhance efficiency and streamline...