Changing dynamics Archives - Page 5 of 6 - 401k Plan Optimization, Compliance, Investment & Partners

Despite Their Popularity, Target Date Funds May Not Suit All Participants

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Committees, competition, DC plans, Early retirement, Fiduciary, financial literacy, Financial Wellness, investment, Investment Managers, Investments-research, product quality, Retirement Plan Advisor, specialized team, Target Date Funds

While target date funds (TDFs) continue to be among the most popular investment choices for 401(k) participants, mounting evidence suggests these default investment options may...

What Makes a Great Retirement Plan Advisor?

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, Authenticity, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Communication, Confidence, Early retirement, Employee happiness, Fiduciary, Financial Advice, Financial Advisors, financial wellness, generational gap in retirement planning, HR, Plan design, product quality, Retirement Advisory, Retirement Plan Advisor, specialized team

What Makes a Great Retirement Plan Advisor? A great retirement plan advisor combines expertise, strong communication skills, and a true dedication to client success. They...

PE Industry Considers Move to Enter 401(k) Market

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, CEO Engagement, Changing dynamics, Changing Recordkeepers, DC plans, DOL, DOL Guidance, Early retirement, Economy, education, fee compression, fee transparency, Fiduciary, Financial Wellness, investment, Investments, Private equity, product quality, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, specialized team

With President Trump just days away from his second term in the White House, private equity firms are eyeing the massive 401(k) market with renewed...

The Power of a Specialized Team in Retirement Plan Management

By Fred Barstein / 401k News, benefit education, benefits committee, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, Fiduciary, generational gap in retirement planning, HR, product quality, Professional Retirement Plan Fiduciary Services, Retirement Advisory, Retirement Committee, Retirement Plan Committee, Retirement planning, Retirement Readiness, specialized team

The Power of a Specialized Team in Retirement Plan Management Did you know that nearly half of employers struggle to manage their retirement plans effectively...

Employers Should Offer Reliable Financial Education – Social Media Isn’t the Answer

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, adult learning, benefit education, CEO Engagement, Changing dynamics, Changing Recordkeepers, Communication, education, Employee happiness, Employee training, Fiduciary, Financial Advice, Financial Literacy, Financial Wellness, product quality, Retirement Happiness, Retirement Readiness, Social media

A recent study by blockchain technology hub Social Capital Markets reveals a troubling trend: 71% of financial advice consumed by younger generations on social media...

How RPAs Are Seizing Opportunities in the Evolving 401(k) Landscape

By Fred Barstein / 401k News, Changing dynamics, Client connection, Communication, competition, Convergence, Convergence & Advisor M&A, DC Plan Sponsors, Financial Advisors

The retirement plan advisory (RPA) industry is gaining traction as defined contribution (DC) plans like 401(k)s present unique opportunities compared to traditional wealth management. While...

The Evolving Retirement Industry: What Advisors Need to Know

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, adult learning, CEO Engagement, Changing dynamics, Changing Recordkeepers, Client connection, Communication, Convergence & Advisor M&A, DC Plan Sponsors, Early retirement, evolving and adapting, fee compression, fee lawsuits, Fiduciary, Fiduciary Training, generational gap in retirement planning, HR, incentivizing financial meetings, Legislation, product quality, Professional Retirement Plan Fiduciary Services, Regs and Regulators, Retirement Advisory, Retirement Plan Advisor, Retirement Plan Advisor Due Diligence, RPA Aggregator Roundtable, Specialization

The Evolving Retirement Industry: What Advisors Need to Know The retirement industry has evolved dramatically over the past decade, bringing new challenges and opportunities for...

Why Retirement Plan Advisor Due Diligence is so Critical Now

By Fred Barstein / 401k News, Adaptability, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, benefit education, Changing dynamics, Communication, DC Plan Sponsors, DC plans, fee transparency, Fiduciary, Financial Advisors, Financial Wellness, Recordkeeping, Retirement Happiness, Retirement Plan Advisor Due Diligence

Anatomy of a Recent RFP When the benefits administrator at an $80 million plan contacted TPSU (The Plan Sponsor University) recently about conducting due diligence...

The Case for Professional Retirement Plan Fiduciary Services

By Fred Barstein / 401k News, Adaptability, AI, Changing dynamics, Communication, Cyber Security, DC Plan Sponsors, Digital Tools, DOL, Employee engagement, evolving and adapting, Fiduciary, Financial Wellness, Professional Retirement Plan Fiduciary Services, Retirement Committee, Retirement Plan Fiduciary, Retirement Readiness, Retirement Savings Concern, Secure Act Changes

Remember when managing a retirement plan was simpler? Ah, the good old days. Today’s retirement plan sponsors face an increasingly complex web of ERISA requirements,...

RPA Aggregator Roundtable: Navigating a Radical Shift in Retirement

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Adaptability, AI, artificial intelligence, automation, Benchmarking & Fees (ERISA, retirement plan), Changing dynamics, Communication, Digital Tools, education, evolving and adapting, Fiduciary, Financial Advisors, financial literacy, financial wellness, Governance, Investments, Recordkeeping, Regs and Regulators, Retirement Income, RPA Aggregator Roundtable

At the seventh annual RPA Aggregator Roundtable, industry leaders tackled a transformative shift in the retirement space driven by three major trends: Scaling Advice: With...